NVIDIA-Aligned AI Infrastructure and Application Stocks $NVDA $ARM $CRWV and more..

NVIDIA-Aligned AI Infrastructure and Application StocksBased on NVIDIA's direct investments, key partnerships, and ecosystem dependencies, here's a ranked list of relevant stocks from most to least aligned. Ranking prioritizes direct NVIDIA investments (especially in infrastructure), followed by close partners in AI hardware/supply chain, then application-layer companies leveraging NVIDIA tech. I've categorized them as Infra (e.g., data centers, chips, cloud) or App (e.g., software, industry-specific AI uses).

Rank	Ticker	Category	Company	Why Aligned with NVIDIA	Investment/Partnership Note
1	CRWV	Infra	CoreWeave	Leading AI cloud provider built on NVIDIA GPUs; first to deploy new NVIDIA chips like H100/H200/GB200 for AI workloads.	NVIDIA's largest holding (~$3.96B as of Q2 2025).
2	ARM	Infra	Arm Holdings	Designs power-efficient CPU architectures used in AI data centers and devices; licensed by NVIDIA for custom chips.	NVIDIA holding (~$178M as of Q2 2025); 95% of NVIDIA's portfolio with CoreWeave.
3	APLD	Infra	Applied Digital	Operates high-performance data centers optimized for AI, powered by NVIDIA chips.	NVIDIA holding (~$78M as of Q2 2025).
4	NBIS	Infra	Nebius Group	Full-stack AI cloud platform providing infrastructure for AI training/inference.	NVIDIA holding (~$66M as of Q2 2025).
5	SMCI	Infra	Super Micro Computer	Builds AI-optimized servers integrating NVIDIA GPUs for data centers.	Key NVIDIA partner; often bundled in AI infrastructure deals.
6	VRT	Infra	Vertiv	Provides cooling/power systems essential for NVIDIA-powered AI data centers.	Benefits from NVIDIA's AI boom; top AI infra play.
7	TSM	Infra	TSMC	Manufactures NVIDIA's advanced AI chips (e.g., Blackwell series).	Core supply chain partner for NVIDIA's GPU production.
8	RXRX	App	Recursion Pharmaceuticals	Uses NVIDIA tech for AI-driven drug discovery and biotech applications.	NVIDIA holding (~$39M as of Q2 2025).
9	WRD	App	WeRide	Leverages NVIDIA AI platforms for autonomous driving and robotaxi tech.	NVIDIA holding (~$14M as of Q2 2025).
10	PLTR	App	Palantir Technologies	Deploys NVIDIA GPUs in its AI software platforms for data analytics and enterprise AI.	Major user of NVIDIA tech in AI applications.
11	SNOW	App	Snowflake	AI data cloud platform that integrates NVIDIA for accelerated AI model training.	Aligned via NVIDIA's AI ecosystem tools.
12	AVGO	Infra	Broadcom	Supplies networking chips for NVIDIA-based AI clusters; co-develops AI accelerators.	Strategic partner in AI hardware infrastructure.