Nvidia(US:NVDA) 美股IPO·2025-12-31 00:37Core Viewpoint - Nvidia is actively pursuing acquisitions to strengthen its position in the AI chip market, particularly focusing on AI21 Labs and Groq, to enhance its capabilities in AI inference technology and maintain its dominant market share of 80% in the AI chip sector [1][3][11]. Group 1: Acquisition Strategy - Nvidia is in advanced negotiations to acquire AI21 Labs for between $2 billion and $3 billion, following its previous $20 billion deal with Groq [1][11]. - The acquisition of AI21 Labs, which specializes in developing large language models (LLMs), is aimed at enhancing Nvidia's ability to create customized enterprise-level generative AI applications [3][4]. - Nvidia's strategy includes not only acquiring technology but also attracting top talent from these companies, as evidenced by the inclusion of Groq's core team in Nvidia post-acquisition [3][10]. Group 2: Competitive Landscape - The AI inference market is becoming increasingly competitive, particularly with the rise of Google's TPU, which poses a significant challenge to Nvidia's dominance [7][10]. - Google's latest TPU v7 shows a substantial performance improvement, with a BF16 computing power of 4614 TFLOPS, compared to the previous generation's 459 TFLOPS, indicating a shift in the competitive dynamics of AI inference [9]. - The focus in the AI industry is shifting from training powerful language models to deploying these models at the lowest cost and latency, which is where Nvidia aims to strengthen its position through acquisitions [10][11]. Group 3: Future Developments - Nvidia is constructing a large R&D center in Kiryat Tivon, Israel, which is expected to include 160,000 square meters of office space and is set to begin operations in 2031 [6]. - The rapid growth in demand for AI inference capabilities is projected to double every six months, highlighting the urgency for Nvidia to enhance its technological offerings and ecosystem [10].