Nvidia's Biggest AI Bet Is Crashing Its 'Secret Portfolio.' Can It Recover?

Nvidia (NASDAQ:NVDA) has assembled a strategic portfolio of public investments in AI-focused companies, including chip designers, data center operators, and infrastructure providers that not many investors are aware of. It consists of six holdings that at the end of the third quarter was valued at approximately $3.84 billion.  The dominant position is in CoreWeave (NASDAQ:CRWV), ... Nvidia’s Biggest AI Bet Is Crashing Its ‘Secret Portfolio.’ Can It Recover?