Core Insights - Nvidia has acquired an AI coding startup named Solver, which focuses on developing AI agents for software programming [6][11] - This acquisition is part of Nvidia's broader strategy to build an ecosystem around its leading AI hardware by integrating software solutions [3][11] Company Overview - Solver, previously known as Laredo Labs, was founded in 2022 by Mark Gabel and Daniel Lord, both of whom have significant backgrounds in AI [8] - The company has received $8 million in funding from investors like Radical Ventures, who believe Solver's technology surpasses existing tools like GitHub Copilot [9] Strategic Implications - The acquisition of Solver aligns with Nvidia's ongoing strategy to enhance its software ecosystem, potentially shortening development cycles for enterprises using Nvidia's platforms [11] - This move signifies Nvidia's commitment to expanding its business scope from hardware to include AI agents that can manage entire codebases, rather than just providing code completion [14] Recent Acquisition Activity - Over the past two years, Nvidia has acquired several startups, including: - Gretel, a synthetic data startup acquired in March 2025 [12] - Run:ai, an Israeli software provider focused on AI workload orchestration, acquired for $700 million in December 2024 [12] - OctoAI, specializing in generative AI tools, acquired for approximately $250 million in September 2024 [12] - Brev, a platform for building and deploying AI models, acquired in July 2024 [12] - The acquisition of Solver is distinct as it aims to create coding agents that directly participate in the software development process [14]

作者丨刘燕秋 来源丨投中网 移动互联网时代，创业公司的人才需求旺盛，与之相比，这一波 AI 创业的一大典型特征是，几十甚至十几人的小团队便能搞 定一切。这些务实的创始人们也并不恋战，当资本方递来橄榄枝，往往该卖就卖，见好就收。 这不眼看着，又有一批身价过亿的富豪诞生。 3 月 27 日，外媒消息称，英伟达计划以数亿美元收购阿里前副总裁贾扬清创 立的 Lepton AI 。对此，贾扬清很有分寸地回应媒体称"无法评论"。 将投中网设为"星标⭐"，第一时间收获最新推送 又一个AI造富的案例。 Lepton AI 的主要业务，是出租搭载英伟达 GPU 的服务器。可以这么理解，它扮演的是英伟达生态的补充者，帮助开发者租 赁使用英伟达 GPU 。其价值在于，可以在无需签订长期云合同的情况下，为中小客户提供 GPU 资源，同时为英伟达拓展车 企、科研机构等非云厂商客户。考虑到如今英伟达也试图进入服务器租赁市场来分一杯羹，甚至与 AWS 和谷歌等云服务商竞 争，直接下场买公司也并不稀奇。 Lepton AI 只是这波 AI 收购潮中的一朵浪花。生成式 AI 的概念火了两年多，一笔笔 AI 收购交易已然浮出水面。这个月就 有两 ...

Core Viewpoint - Nvidia is set to acquire AI startup Lepton AI, founded by former Alibaba Cloud executive Jia Yangqing, for a valuation of several hundred million dollars, allowing multiple investors to exit successfully [1][3]. Group 1: Company Overview - Lepton AI was established in 2023 by Jia Yangqing and Junjie Bai, currently employing around 20 staff members and serving several venture-backed startups [3][7]. - The platform developed by Lepton AI is optimized for AI workloads, enabling clients to train AI models and perform inference tasks in production environments [3]. Group 2: Technology and Features - Lepton AI offers a visual interface for setting up training clusters in the cloud and provides various Nvidia GPUs for user selection [3]. - The platform includes error detection capabilities to improve output quality and identifies subtle technical issues, such as excessive memory usage during training [3]. - After model development, clients can deploy their models on optimized inference instances in the company's cloud, with a processing speed exceeding 600 tokens per second and latency below 10 milliseconds [3]. Group 3: Strategic Implications - Nvidia's acquisition of Lepton AI is seen as a strategic move to enhance its technology ecosystem and meet the growing demand for efficient AI solutions [4]. - The acquisition will provide Lepton AI with additional resources and support from Nvidia, accelerating its technological innovation and market expansion [4]. - Nvidia is also acquiring another AI startup, Gretel, which specializes in synthetic data creation for training AI models, with a reported transaction value exceeding $320 million [5]. Group 4: Founder Background - Jia Yangqing is a prominent figure in AI architecture, having previously worked at Google and Facebook, where he contributed to the development of the deep learning framework Caffe [6][7]. - After joining Alibaba in 2019, Jia left to establish Lepton AI in 2023, securing angel funding from notable investors including Sequoia China [7].

Group 1 - Nvidia is reportedly nearing a deal to acquire Lepton AI, a company that rents out servers powered by Nvidia's AI chips, with the deal valued at several hundred million dollars [1] - Lepton AI was founded two years ago and raised an $11 million seed round in May 2023 from CRV and Fusion Fund [2] - Together AI is another major player in the server rental market, having raised over $500 million in venture capital [2] Group 2 - Nvidia recently acquired synthetic data startup Gretel [2]

Core Viewpoint - Nvidia has acquired the startup Gretel, which specializes in generating synthetic AI training data, with the acquisition price reportedly exceeding nine figures, surpassing Gretel's recent valuation of $320 million [1][3]. Group 1: Acquisition Details - Gretel, founded in 2019 by Alex Watson, Laszlo Bock, John Myers, and Ali Golshan, will be integrated into Nvidia, with its technology becoming part of Nvidia's generative AI service suite [2]. - The acquisition is strategically timed as major tech companies like Microsoft, Meta, OpenAI, and Anthropic are increasingly utilizing synthetic data to train their flagship AI models due to the depletion of real-world data resources [3]. Group 2: Financial Background - Prior to the acquisition, Gretel raised over $67 million from investors including Anthos Capital, Greylock, and Moonshots Capital [3].

Core Insights - Nvidia has acquired Gretel, a startup specializing in synthetic AI training data, for a price reportedly in the nine figures, exceeding Gretel's last valuation of $320 million [1][2] - Gretel, founded in 2019, has raised over $67 million in venture capital from notable investors and will integrate its technology into Nvidia's generative AI services [2] - The acquisition is strategically timed as major tech companies are increasingly utilizing synthetic data to train AI models due to the depletion of real-world data sources [3] Company Overview - Gretel was established by a team including Alex Watson, Laszlo Bock, John Myers, and CEO Ali Golshan, focusing on fine-tuning AI models and adding proprietary technology [2] - The startup has a workforce of approximately 80 employees, who will be incorporated into Nvidia following the acquisition [1] Industry Context - The acquisition aligns with a broader trend in the tech industry where companies like Microsoft, Meta, OpenAI, and Anthropic are leveraging synthetic data for AI model training [3]