The Motley Fool on $NVDA (Oct 30, 2026)

Nvidia is buying Coreweav. I guess you could argue that it's probably going to happen anyway, but if it doesn't , who's to say no? You know, I was talking about chief operating officers.

I'll talk about Nvidia CFO Colette Kress, who would tap Jensen Huang on the shoulder and say, "Hey, what are we doing here, buddy?" Yes. We were the initial investors in CoreWeave.

We own a large part of it. Yes. So that companies can use our technology and it's a way to promote Nvidia's technology so that people can use Nvidia GPUs. We do n't necessarily want to own the entire company.

Now, if you look at the market capitalization of these companies , if Nvidia is $1 or 100 cents, then Coreweave is one penny and 30% of that. Maybe a little bit can be cut off from the corner.

Does this need to be taken to the CFO? I don't know. You can, but also look at cash flow. Nvidia can pay for it with less than a fifth of next year's cash flow. Free cash flow.

It is a company with a market capitalization of $35 billion. This is what CoreWeav is currently like. So, it's not so small anymore. However, I think in this case, you will want to spread your technology.

You wo n't want to own the technology because your own business engine runs on very little capital and is highly efficient. Don't make it complicated. However, I could be wrong.

Jason. I think even your biggest customers will balk at you because even though it's a small deal, you're signaling to them that... but customers are making their own chips. And we're talking about Alphabet, Microsoft, Amazon, and all these companies.

They are trying to get out of Nvidia. But, by deciding to compete with them, you are giving them a reason to accelerate this path to exit. And I think that's the risk you're taking.

It's a lot like Taiwan Semiconductor making decisions, you know? We will just start making smartphones. It's just, you know, it's a little bit special. But, just this one. And Apple will then say, dude, do you really think this is smart?

I mean, the flip side of this could be Google's creation of the Pixel phone. It's, you know, they make the operating system. Samsung, Samsung is still happy to use it.