Nvidia(US:NVDA) 量子位·2025-09-05 01:49Core Viewpoint - Nvidia is actively expanding its ecosystem in AI programming through strategic acquisitions, including the recent purchase of the AI coding startup Solver, which focuses on developing AI agents for software programming [2][8][17]. Group 1: Acquisition Details - Nvidia has acquired Solver, an AI coding company founded in 2022, which aims to manage entire codebases rather than just code completion [8][12][22]. - The founders of Solver, Mark Gabel and Daniel Lord, have significant backgrounds in AI, with Gabel being a former chief scientist at Viv Labs and Lord being a co-founder of Siri [10][11]. - This acquisition aligns with Nvidia's strategy to build a software ecosystem around its leading AI hardware, potentially shortening enterprise development cycles on Nvidia's platform [17][23]. Group 2: Previous Acquisitions - Over the past two years, Nvidia has made several acquisitions to lower chip usage costs and enhance AI support, including: - Lepton AI, a company that rents out servers powered by Nvidia chips [18][19]. - Gretel, a synthetic data startup acquired in March 2025 to meet AI training data needs [20]. - Run:ai, an Israeli software provider focused on AI workload orchestration, acquired for $700 million in December 2024 [20]. - OctoAI, specializing in generative AI tools, acquired for approximately $250 million in September 2024 [20]. - Brev, a platform for building and deploying AI models, acquired in July 2024 to optimize access to Nvidia GPUs in the cloud [20]. Group 3: Implications of the Acquisition - The acquisition of Solver signifies a shift towards AI agents that will play a more integral role in software development, moving beyond mere code completion to actively participating in codebase construction, testing, and management [22][23]. - This move is part of Nvidia's ongoing "AI acquisition spree," expanding its business scope from chips and data tools to AI agents, thereby deepening its industry footprint [23][24].