Most of Nvidia's AI bets are riding on one stock.

Many investors like to keep track of famous investors' portfolios. That's why you'll see lots of articles about the stocks that Warren Buffett, Bill Ackman, David Tepper, and other billionaires are buying. Sometimes the trades made by well-known, successful investors can provide great ideas for other investors.

But there's another approach that isn't as popular, but maybe it should be: Monitoring what's in the portfolios of large, successful companies. Take Nvidia ( NVDA 0.43% ) , for example. The giant chipmaker has $4.3 billion invested in six artificial intelligence (AI) stocks . And one stands out as the best of the bunch.

Nvidia's AI six-pack

As of June 30, 2025, Nvidia owned more than 7.7 million shares of Applied Digit

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