Nvidia(US:NVDA) Z Potentials·2025-03-17 13:14Core Insights - Nvidia has dramatically capitalized on the AI revolution, with significant increases in revenue, profitability, and cash reserves since the launch of ChatGPT two years ago [1] - The company has accelerated investments in AI startups, reinforcing its market position in GPUs and CUDA [2] Investment Activities - In 2024, Nvidia participated in 49 rounds of financing for AI companies, a substantial increase from 34 rounds in 2023 and only 38 rounds over the previous four years [3] - Nvidia's corporate investment aims to support startups that are considered "game changers and market creators" to expand the AI ecosystem [3] Notable Investments - Nvidia invested $100 million in OpenAI during a $6.6 billion funding round, raising OpenAI's valuation to $157 billion [5] - The company also participated in a $6 billion funding round for Elon Musk's xAI, despite prior commitments not to invest in direct competitors [5] - Nvidia was a major investor in Inflection's $1.3 billion funding round, which led to a significant technology licensing deal with Microsoft [6] - In May 2024, Nvidia co-invested $1 billion in Scale AI, which provides data labeling services for training AI models, raising the company's valuation to nearly $14 billion [6] Million-Dollar Club - Nvidia participated in a $686 million funding round for Crusoe, a startup building data centers for major tech companies [7] - In February 2024, Nvidia joined a $675 million funding round for Figure AI, raising the company's valuation to $2.6 billion [7] Over $100 Million Transactions - Nvidia participated in a $155 million funding round for Ayar Labs, which focuses on developing optical interconnect technology to enhance AI computing efficiency [12] - The company also invested in Weka's $140 million funding round, raising the company's valuation to $1.6 billion [13]