2 Nvidia-Owned Stocks Investors Should Buy Now
Yahoo Finance ·
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other companies by forming partnerships and buying their stock directly. Such is the case with Intel and Nebius , whose stocks have gained around 480% and 410%, respectively, over the last year. Fortunately, these are not the only stocks in Nvidia's portfolio. Thanks to key partnerships, CoreWeave ( CRWV 2.27% ) and Nokia ( NOK 7.26% ) have begun moving higher. Here's why these stocks are on track to be the next big winners in Nvidia's portfolio. CoreWeave competes in the neocloud space. Its backlog is booming , as it has attracted more than $99 billion in contracts. Much of that gain has likely come from its Nvidia partnership, which has given it a key competitive advantage. Consequently, it is the first cloud provider to incorporate Nvidia's Vera Rubin NVL72 platform within its ecosystem. Now, CoreWeave's growth is a testament to the popularity of its cloud and the struggles to keep up with demand. In the first quarter of 2026, revenue of almost $2.1 billion rose 112% from year-ago levels. Although it is robust growth, it is a slowdown from the 167% increase in 2025.
AI 시장 분석
According to the article, Nvidia's ecosystem expansion is lifting other companies' share prices and results, with CoreWeave and Nokia highlighted as notable beneficiaries. CoreWeave adopted Nvidia's Vera Rubin NVL72, pushing its backlog to more than $99 billion and producing Q1 2026 revenue of almost $2.1 billion, a 112% year-over-year increase. However, the slowdown from 167% growth in 2025 to 112% suggests an adjustment in growth rates despite strong demand and raises concerns about infrastructure bottlenecks. Market impacts likely include gains for AI GPUs and data-center demand, Neo-clouds, and telecom equipment, while competitive pressure from large public cloud providers and bottleneck/margin risks for smaller infrastructure providers could widen.
상승 영향
- Neo-cloud — Like the CoreWeave case, tighter integration with Nvidia increases expectations for attracting high-performance AI workloads and securing large contracts and revenue growth.
- Semiconductors (Data-center GPUs) — Wider adoption of high-performance GPUs such as Vera Rubin NVL72 directly increases demand for AI-focused semiconductors and data-center GPUs.
- Telecom equipment — Collaboration with Nokia can boost demand for network-AI integrated solutions, potentially improving telecom equipment sales and profitability.
하락 영향
- Hyperscale public cloud providers — Growth of specialized Neo-clouds and differentiated services could put pressure on the margins and market share of AWS·Azure·GCP and other large cloud providers.
- Small cloud infrastructure providers — Rapid demand expansion may cause equipment, power, and labor bottlenecks and higher costs, harming growth and margins for smaller providers.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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