$NVDA CEO Jansen Huang is literally giving you free money by telling you which stocks to invest in
Coherent
$COHR β Nvidia invested $2 billion for fiber optic transceivers and photonics to connect GPU clusters
Corning
$GLW β Nvidia secured a deal up to $3.2 billion for priority access to fiber optic cables, moving away from copper inside data centers
CoreWeave
$CRWV β Nvidia invested $2 billion to help build out AI factories
IREN Limited
$IREN - Nvidia invested $2.1 billion over five years for AI infrastructure with this North American data center operator
Lumentum
$LITE β Nvidia put $2 billion toward advanced laser and optical networking products
Marvell Technology
$MRVL β Nvidia invested $2 billion for custom networking and silicon photonics connectivity
Nebius Group
$NBIS β Nvidia put $2 billion into this Dutch company for large scale AI cloud infrastructure
OpenAI β Nvidia committed $30 billion to help build out compute infrastructure