Nvidia(US:NVDA) Zheng Quan Shi Bao Wang·2025-01-05 10:37Group 1 - The global AI competition is intensifying, with major companies accelerating investments in startups, particularly Nvidia, which invested $1 billion in 50 rounds of startup financing in 2024, a significant increase from $872 million in 39 rounds in 2023 [1] - Nvidia's investments in 2024 include strategic investments in xAI, OpenAI, Cohere, Mistral, and Perplexity, covering various AI application fields such as healthcare, search engines, gaming, drones, chips, logistics, data storage, and humanoid robots [2] - Nvidia's Inception incubator has supported thousands of startups, with notable investments in companies like CoreWeave, which is preparing for a $3.5 billion IPO in Q3 2025, focusing on high-performance computing and AI workloads [3] Group 2 - Nvidia's stock price has surged over 170% in 2024, contributing to its increased investment capacity, while the demand for AI products has created ample market space for emerging AI companies [4] - Microsoft announced plans to spend $80 billion on AI data centers in FY2025, indicating a broader trend of significant investments in AI infrastructure [4] - The upcoming CES 2025 is expected to showcase numerous AI-related products, with Nvidia, AMD, and Intel set to unveil new offerings, highlighting the industry's focus on AI advancements [4]