Where Data Tells the Story
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This chart reveals NVIDIA’s top holdings 2025 Q3, with a staggering 86.4% allocated to CoreWeave ($3.32B). The rest is spread across Applied Digital, Arm Holdings, and Nebius Group. Each holding reflects NVIDIA’s deep entrenchment in the AI infrastructure stack — from compute to cloud to edge.
🧠 Takeaway: NVIDIA isn’t just selling GPUs — it’s building the ecosystem. This portfolio is a vertical bet on AI infrastructure dominance.
📊 Analysis: