黄仁勋，化身猎头

Core Insights - Nvidia has become the world's most valuable company and is focusing on talent acquisition and strategic acquisitions to sustain its growth trajectory [1][2] - The company aims to reshape its "second growth curve" by systematically hiring key personnel and acquiring startups to integrate core technologies and expertise [2][19] Talent Acquisition Strategy - Nvidia has significantly expanded its management team by hiring executives from major tech companies like Google and Microsoft, enhancing capabilities in market strategy, human resources, quantum computing, and cybersecurity [3][11][15] - The appointment of Alison Wagonfeld as the first Chief Marketing Officer (CMO) marks a strategic move to unify marketing efforts and strengthen market narratives [5][6] - Kristi Major, with over 13 years of experience at HPE, has been brought on board to lead human resources, indicating a focus on talent management [9][10] - Key figures in quantum computing, such as Krysta Svore from Microsoft, have been recruited to accelerate Nvidia's quantum research initiatives [11][14] Acquisition Strategy - Nvidia employs a "hire through acquisition" strategy, acquiring startups to directly absorb their core teams and technologies, which allows for rapid integration of talent and innovation [19][20] - The acquisition of Nexusflow in June 2024 exemplifies this strategy, bringing in key personnel to enhance capabilities in AI and efficient reasoning [20][22] - Another notable acquisition is CentML, aimed at improving CUDA toolchain efficiency, which was completed for over $400 million [23][24] - The acquisition of LeptonAI for several hundred million dollars further strengthens Nvidia's position in cloud computing and AI platforms [27][29] - The purchase of Enfabric, valued at over $900 million, enhances Nvidia's ability to connect GPUs into unified computing systems, crucial for its transition from chip sales to system sales [32][33] Strategic Vision - Nvidia's frequent personnel changes and acquisitions illustrate a clear strategic vision to evolve from a GPU hardware supplier to a comprehensive "soft and hard integrated" system-level platform [40] - The company's focus on AI inference optimization, agent deployment, and computational resource scheduling positions it to dominate existing markets while preparing for future AI advancements in quantum computing, data services, and cybersecurity [40]