Nvidia CEO Jensen Huang stated the company invests broadly across AI and foundation model companies rather than picking winners, citing Nvidia's own unlikely survival among 60 graphics companies as justification. Huang referenced Nvidia's major investments in OpenAI ($30 billion), Anthropic ($10 billion), and smaller stakes in companies like Wayve, Scale AI, and Figure AI, while denying acquisition rumors about PC makers.

Jose Najarro discusses recent OpenAI updates and their implications for AI stocks, particularly focusing on how these developments affect Nvidia and other companies in the competitive AI market. The article examines the broader impact of OpenAI's strategic moves on semiconductor and AI-related investments.

Following a significant market rebound, the author highlights five stocks with strong upside potential. Nebius has surged 76% and CoreWeave 72%, while major tech companies are experiencing renewed momentum. The author believes this rally has room to continue and recommends these stocks as solid long-term holdings.

CoreWeave, a neocloud provider offering GPU-accelerated AI data center infrastructure, has expanded its contract with Meta Platforms to $21 billion through 2032. With an $88 billion revenue backlog and plans to expand data center capacity from 850 MW to nearly 4 GW by end of 2026, the company is positioned for significant growth. Analysts project CoreWeave could reach a $500 billion market cap by 2030, representing a 10x return, as demand for AI computing capacity continues to surge.

Anthropic has signed a multi-year agreement with CoreWeave to secure additional AI compute capacity. The article discusses CoreWeave and other AI-related stocks as investment opportunities in the growing AI infrastructure sector.

Leopold Aschenbrenner, a 24-year-old former OpenAI researcher, launched Situational Awareness LP hedge fund with $225 million based on his thesis that AI's primary constraint would be power supply. His $875 million position in Bloom Energy Corp., accumulated throughout 2025, has grown to approximately $2.21 billion as the market recognized the AI power crunch. The fund has grown to roughly $5.5 billion in about a year, with Bloom Energy shares gaining nearly 24% on Tuesday following an expanded fuel cell deal with Oracle.

CoreWeave, an AI infrastructure provider offering GPU-powered data centers, is positioned as an attractive investment opportunity during market corrections. The company has secured multiyear contracts worth tens of billions with major clients like OpenAI and Meta, providing strong revenue visibility. However, it faces challenges including capital intensity, current unprofitability ($606M loss on $5.1B revenue in 2025), and competition from tech giants building their own AI infrastructure.

GPU rental prices are skyrocketing due to persistent capacity shortages driven by HBM memory constraints, creating opportunities for investors. The article identifies three investment plays: memory chip makers like Micron (benefiting from HBM shortages through 2027), non-NVIDIA GPU makers like AMD (launching competitive products), and GPU-as-a-Service providers (CoreWeave, Applied Digital, Nebius Group, IREN Limited) that benefit from dynamic pricing and rising demand.

CoreWeave, an AI infrastructure company that went public in March 2025, has gained over 175% since its IPO. The company rents GPUs for AI workloads and has secured major contracts with Anthropic and Meta, with a $66 billion backlog. However, the company relies heavily on debt financing and remains unprofitable. The stock is recommended for aggressive investors willing to tolerate volatility, while cautious investors should wait for profitability.

CoreWeave stock surged 8.37% on Monday following four analyst price target increases. The upgrades were driven by last week's announcements of a $21 billion Meta expansion deal and Anthropic becoming a customer, along with successful capital raises. Analysts highlighted CoreWeave's differentiated platform and strategic positioning in AI ecosystems, while the company also raised prices by 20% and secured longer-term customer commitments.

Nvidia's massive $4.6 trillion market cap may limit future growth potential for investors seeking 10x returns due to the law of large numbers. While the company maintains impressive 65% annual revenue growth and strong fundamentals, its size makes doubling to $9.2 trillion more realistic than achieving outsized gains. Growth investors should temper expectations, though Nvidia remains a solid AI investment with a consensus 12-month price target of $274 per share (45% upside).

Tech and infrastructure stocks surged last week driven by AI and data center momentum. Applied Optoelectronics led with a 37.18% gain after securing a $71 million order for data center transceivers. Nebius jumped 33.92% on reports of acquiring AI21 Labs, while CoreWeave gained 25.63% following deals with Anthropic, Meta, and Google. Intel rose 22.42% after announcing its Terafab project participation.