핵심요약

• 인텔은 6.07% 성장률을 기록하며 애플의 칩 생산을 담당합니다.
• 코어웨이브는 4분기 매출이 112% 성장했고, 1000억 달러 규모의 주문을 확보했습니다.
• 코어웨이브의 매출은 올해 147%, 2027년에는 97% 성장할 것으로 예상됩니다.
• 네비우스는 2.79% 성장률을 기록하며 엔비디아의 투자 대상이 되었습니다.

도입

이 기사는 엔비디아의 투자 포트폴리오를 분석하며, 특히 인텔, 코어웨이브, 네비우스의 성장 가능성을 탐구합니다. 엔비디아의 투자 결정은 AI와 클라우드 컴퓨팅 분야의 동향을 반영하며, 투자자들에게 중요한 시사점을 제공합니다.

본문 1: 인텔의 전략적 전환

인텔은 6.07% 성장률을 기록하며 애플의 칩 생산을 담당하는 전략적 전환을 이뤄내고 있습니다. 이는 인텔이 반도체 시장에서의 경쟁력을 회복하기 위한 중요한 단계입니다. 특히, 애플과 같은 대형 고객과의 협력은 인텔의 매출 성장과 시장 점유율 확대에 기여할 것입니다. 또한, 인텔의 칩 생산 능력은 AI와 클라우드 컴퓨팅 분야에서의 수요 증가에 부응할 수 있을 것입니다.

본문 2: 코어웨이브의 폭발적 성장

코어웨이브는 4분기 매출이 112% 성장하며 폭발적 성장을 기록하고 있습니다. 이는 AI 중심의 클라우드 컴퓨팅 플랫폼 수요가 증가하고 있음을 보여줍니다. 코어웨이브는 1000억 달러 규모의 주문을 확보하며, 향후 몇 년간 지속적인 성장 전망을 가지고 있습니다. 이러한 성장세는 엔비디아의 투자 결정과도 일치하며, 코어웨이브의 비즈니스 모델이 시장 수요와 잘 맞고 있음을 입증합니다.

본문 3: 네비우스의 잠재력

네비우스는 2.79% 성장률을 기록하며 엔비디아의 투자 대상이 되었습니다. 네비우스의 비즈니스 모델과 성장 가능성은 아직 명확하지 않지만, 엔비디아의 투자 결정은 네비우스가 잠재적인 성장 주자로 평가받고 있음을 보여줍니다. 네비우스의 향후 동향을 주목할 필요가 있습니다.

결론

엔비디아의 투자 포트폴리오는 AI와 클라우드 컴퓨팅 분야에서의 성장 가능성을 반영하고 있습니다. 인텔, 코어웨이브, 네비우스의 성장 전망은 투자자들에게 중요한 시사점을 제공하며, 향후 몇 년간 지속적인 주목이 필요할 것입니다.

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원문 링크: https://www.fool.com/investing/2026/06/23/3-stocks-nvidia-owns-that-you-should-too/?.tsrc=rss

3 Stocks Nvidia Owns That You Should Consider Too

Nvidia ( NVDA 3.99% ) is the largest company in the world because it's highly exposed to the AI build-out and produces best-in-class computing units. It's doing business with countless companies, giving it valuable insight into which stocks are also solid investments. Nvidia has an investment portfolio comprising seven stocks, and three of them look like strong investment options to me.

The three I have my eyes on are Intel ( INTC 6.07% ) , CoreWeave ( CRWV 4.91% ) , and Nebius ( NBIS 2.79% ) . Nvidia is a major investor in all three of them, giving their stocks a vote of confidence.

Intel is a two-headed business. First, it markets its computing chips to consumers and businesses alike. Second, it's also a chip foundry that makes its own chips as well as chips for other clients. Intel used to be the dominant company in this space, but it has lost its status as the top dog over the past decade. However, after investments from Nvidia and the U.S. government, Intel looks like it's finally starting to turn the corner.

Recently, President Trump announced a deal that Intel will be making some of Apple 's chips. That's a major client, and if Intel can grow to share a fair bit of business with one of its chief rivals, Taiwan Semiconductor ( TSM 6.50% ) , then it could turn out to be a viable investment.

If Intel starts to make up ground and become a go-to foundry option again, then it could be a smart stock to buy here . With Nvidia backing it, I'm confident there's more upside ahead.

CoreWeave is a major Nvidia client and purchases a ton of GPUs for its cloud computing infrastructure. CoreWeave is seeing huge growth in its AI-focused cloud computing platform and has built up a backlog of nearly $100 billion. During Q1, its revenue grew at a remarkable 112% pace, but that's just the start.

For the remainder of this year, Wall Street analysts expect 147% revenue growth and 97% in 2027. That's huge growth and shows that CoreWeave's product is a hit among AI hyperscalers looking to access as much computing power as possible in a short time frame.

One holdup with CoreWeave is that it's highly unprofitable, as it's spending every dollar it can get its hands on to increase its computing capacity. If CoreWeave reaches breakeven, there are several strong, viable cloud computing businesses today, and CoreWeave could become one of them.

Last is Nebius. If you were impressed by CoreWeave's growth rates, then you'll be amazed by Nebius's. Nebius and CoreWeave both operate in the neocloud space, which is cloud computing meant for AI . There is a huge market for this type of computing resource, and Nebius's growth showcases that.

In Q1, its revenue rose a jaw-dropping 684%, and there is more to come. Wall Street estimates Nebius's growth rate will be 550% in 2026 and 225% in 2027. If you believe that Nebius can deliver that level of growth, it's a promising stock pick.

Furthermore, as a part of the Nvidia and Nebius investment agreement, Nvidia provides Nebius with new hardware first among its clients. That makes it a smart option to partner with, as it gains access to this new technology first, allowing for early-stage experimentation on new computing units before larger orders arrive to fill data centers.

I think Nebius is a top stock to own in the AI space, and if it achieves these growth rates, it will lead to a huge stock gain. With Nvidia having a front-row seat and choosing to invest, I think it tells investors all they need to know about the stock's potential.

Source: https://www.fool.com/investing/2026/06/23/3-stocks-nvidia-owns-that-you-should-too/?.tsrc=rss