Nvidia(US:NVDA) Zhong Guo Qi Che Bao Wang·2026-01-04 08:51Core Insights - The core focus of major global chip companies, including NVIDIA, is accelerating their layout in the automotive intelligence and electrification sectors for the upcoming year and beyond [2] Group 1: Acquisition of AI21 Labs - NVIDIA is in advanced negotiations to acquire Israeli AI startup AI21 Labs for up to $3 billion, which was valued at $1.4 billion during a previous funding round in 2023 [2][3] - AI21 Labs has made significant advancements in natural language processing (NLP) and generative AI, particularly in multimodal interaction and efficient data processing [3] - The acquisition aims to leverage AI21 Labs' top-tier AI research team and their potential for future development, enhancing NVIDIA's capabilities in automotive AI model training and data processing [4] Group 2: Strategic Shift - NVIDIA is transitioning from being a hardware leader to becoming a leader in AI ecosystem construction, integrating AI innovations into its automotive business [5][6] - The company is expanding its automotive business, showcasing strong growth and aiming to provide comprehensive solutions beyond just high-performance computing chips [6][7] - NVIDIA's next-generation Thor platform will deliver 2000 TOPS of computing power, facilitating a shift from distributed to centralized electronic architectures in vehicles [7] Group 3: Competitive Landscape - The competition in the automotive chip market is intensifying, with NVIDIA's technology offering comprehensive environmental perception through data fusion from multiple sensors [7][8] - The acquisition signals a shift in the automotive industry towards a full-stack competition involving hardware, algorithms, data ecosystems, and service scenarios [8] - Despite NVIDIA's current leadership in automotive intelligence, emerging competitors like Tesla are posing significant challenges, necessitating continuous investment in R&D to maintain a competitive edge [8][9] Group 4: Future Industry Dynamics - The future of automotive intelligence will revolve around the balance between monopoly and innovation, as well as open versus closed competition [9] - Companies in the automotive and chip sectors must enhance their technical capabilities and innovation to navigate market changes and challenges effectively [9]