Nvidia CEO Jensen Huang's massive stock fortune, estimated at $4.3 billion, is primarily invested in a single artificial intelligence (AI) infrastructure stock, to the tune of 91%.

CoreWeave, a leading AI data center company, has reported a significant improvement in its financial performance for the first half of the year. The company reported a loss of $1.73 per share, a marked decrease from the $2.23 loss reported during the same period last year.

CoreWeave has a long-standing relationship with Nvidia, the AI chip king and the largest company by market cap. Nvidia's CEO, Jensen Huang, has been instrumental in this partnership.

As of the provided data, CoreWeave's stock (CRWV) is currently trading at $89.16, with a market cap of $44 billion. This makes CoreWeave a potential investment option for those looking for a more speculative addition to their portfolio.

CoreWeave's largest customer is Microsoft, which accounts for approximately 60% of the company's revenue. The company's growth is also evident in the increasing length of contracts with its customers, a trend that continues to strengthen.

CoreWeave has not only secured long-term deals with tech giants like OpenAI and IBM but has also forged a planned acquisition of Bitcoin miner Core Scientific. This move indicates a diversification of CoreWeave's business interests.

However, CoreWeave's high dependence on industry growth and reliance on debt prevent a large position recommendation at this time. The company has taken on significant debt to fund its expansion, with current debt (due within 12 months) at about $3.6 billion and long-term debt at about $7.4 billion. This high debt level, coupled with an interest expense of over $530 million for the first six months of 2025 (up from roughly $107 million during the same period in 2024), presents a risk for potential investors.

Despite these challenges, CoreWeave has shown impressive growth, with revenue increasing by 276% year over year through the first half of the year. The company builds data centers tailored for AI applications and uses Nvidia's hardware, including GPUs. This allows clients to rent necessary hardware from CoreWeave to run AI applications, saving them from building their own infrastructure.

CoreWeave's customer base is diverse, including AI startups, research institutions, production studios, and financial institutions. The company provides access to NVIDIA GPUs and high-speed storage, making it a potential competitor or peer to companies like Microsoft, Oracle, and Meta who are also heavily investing in AI computing capacity.

In addition, CoreWeave's contract backlog has grown to over $30 billion, including new potential deals with a range of start-ups and larger companies. It's worth noting that 91% of Nvidia's portfolio is invested in one AI infrastructure stock, which could indicate a strong belief in CoreWeave's potential.

In conclusion, while CoreWeave's financial health presents some risks, its impressive growth and strategic partnerships make it an interesting player in the AI industry. Potential investors are advised to carefully consider these factors before making investment decisions.

Nvidia CEO Jensen Huang's massive stock fortune, estimated at $4.3 billion, is primarily invested in a single artificial intelligence (AI) infrastructure stock, to the tune of 91%.