Nvidia(US:NVDA) 投资界·2025-11-10 02:38Core Insights - The article emphasizes Nvidia's pivotal role in the AI revolution, highlighting its rapid growth and strategic investments in various AI sectors since the emergence of ChatGPT [4][5]. - Nvidia's investment strategy is characterized by a broad approach, targeting multiple AI technologies and companies to secure its position as a foundational player in the AI ecosystem [10][24]. Investment Strategy - Nvidia has participated in 50 venture capital deals in 2025 alone, surpassing its total of 48 deals in 2024, indicating an aggressive investment pace [5]. - The company has made significant investments in OpenAI, totaling $100 billion, to develop large-scale AI infrastructure, showcasing its commitment to being a key player in AI development [6][7]. - Nvidia's strategy includes investing in competing AI firms, such as xAI, to diversify its technological bets rather than aligning with a single winner [7][10]. AI Ecosystem Development - Nvidia is building a comprehensive AI ecosystem by investing in companies across various sectors, including data centers, energy solutions, and foundational technologies [16][24]. - The company has invested in firms like Ns c a l e and Cr us oe, which focus on AI data centers, ensuring that Nvidia's GPUs remain integral to AI operations [12][13]. - Nvidia's investments in energy technologies, such as nuclear fusion, aim to address the significant energy demands of AI, positioning the company as a leader in sustainable AI infrastructure [14][15]. Application Areas - Nvidia's investments span multiple AI application areas, including autonomous driving, robotics, healthcare, and content creation, ensuring its technology is embedded across industries [18][22]. - The company has backed various startups in the autonomous driving sector, such as Wa yve and Nu r o, reflecting its long-term vision for AI applications in transportation [18][19]. - In the robotics field, Nvidia has invested in companies like Fi g u r e AI and Bri g ht Ma c h i n e s, indicating its focus on making AI chips the "brains" of robots [20][22]. Strategic Goals - Nvidia's overarching goal is to become the foundational infrastructure for the AI era, akin to how Microsoft and Google established their operating systems [24][25]. - The company aims to create a dependency on its GPUs across all AI companies, ensuring that its technology is essential for AI development and deployment [24]. - By investing in a wide array of AI applications, Nvidia seeks to secure its position as a dominant player in the evolving AI landscape, with a focus on long-term growth and influence [25].