If you thought the AI trade peaked in 2023, think again.While the hype around anything labeled “AI” has cooled since last year’s frenzy, the market is now shifting toward fundamentals — and the kingmaker is clearly NVIDIA $NVIDIA(NVDA)$ . Forget who’s talking about AI. The new question is: Who’s actually in NVIDIA’s inner circle?NVIDIA just filed its latest 13F, revealing six investments that offer a blueprint for where it thinks the next wave of AI growth will come from. It’s a full-stack bet — from raw compute to real-world applications — and might give us a serious edge if we’re looking to “copy its homework.”Let’s take a closer look at each name.1. $CoreWeave, Inc.(CRWV)$ Key themes: Cloud compute | G