2 Nvidia-Owned Stocks Investors Should Buy Now - The Globe and Mail

This article analyzes NVIDIA's expanding strategy in the tech sector, particularly its investments in CoreWeave and Nokia. As one of the most successful tech companies of the 2020s, NVIDIA has driven ... Read original →

NVIDIA’s strategic stakes in CoreWeave and Nokia aim to lock the AI infrastructure stack into its CUDA ecosystem. Technically, this pushes inference from data centers to 5G edge nodes, pressuring rivals like Intel to accelerate software support for architectures such as ARC-Pro. However, CoreWeave’s near-total reliance on NVIDIA GPUs creates supply chain vulnerability under potential U.S. export controls on AI chips. Competitors like AWS and Microsoft are already nurturing alternative cloud AI stacks to dilute NVIDIA’s ecosystem dominance. Over the next 12–24 months, Nokia’s valuation hinges on embedding commercially viable AI inference into 6G standards—failure risks a sharp correction. CoreWeave’s $99B backlog masks unsustainable cash burn and leverage, especially if interest rates stay elevated. Ultimately, NVIDIA captures the upside of the 'neocloud' build-out while offloading capex risk onto partners.