Nvidia’s AI Push Elevates CoreWeave and Nokia as Potential Winners

The Motley Fool highlights Nvidia-backed plays CoreWeave and Nokia as potential beneficiaries of Nvidia’s AI surge. CoreWeave, a neocloud provider, reports strong revenue growth and a huge $99 billion backlog fueled by Nvidia tech and its Vera Rubin platform, but carries roughly $25 billion in debt and a rich valuation. Nokia is integrating Nvidia ARC-Pro processors into its 5G equipment to enable AI inference and CUDA support, and is involved in data-center upgrades with customers like T-Mobile and Orange, with modest 2025–2026 revenue growth but a notable year‑long stock rally. The piece frames these stocks as Nvidia‑driven opportunities while noting valuation and balance‑sheet risks, and it points readers to broader Fool Stock Advisor recommendations.)