Nvidia invested $350M in CoreWeave, holding a 7% stake and accounting for 86% of its AI investment portfolio. CoreWeave dropped 60% from its peak, posted $1.36B Q3 revenue, but continues to lose money. Nvidia committed to purchasing $6.3B of unsold cloud capacity, raising questions about AI demand.

CoreWeave is Nvidia’s primary investment portfolio drag, declining 42% since Q3. Despite a positive outlook, it heavily relies on debt financing and faces profitability and sustainability doubts. Analysts emphasize the need for profitable execution and managing leverage effectively before considering investing in CoreWeave.

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Read more at Yahoo Finance: Nvidia’s Biggest AI Bet Is Crashing Its ‘Secret Portfolio.’ Can It Recover?