Core Insights - Nvidia's recent investment of $5 billion in Intel marks its largest investment to date, significantly boosting Intel's stock price by over 20% [4][29][32] - Nvidia has been actively acquiring AI startups, with plans to purchase at least 11 companies between 2024 and 2025, including several founded by Chinese entrepreneurs [15][16][19] - Nvidia's strategy includes not only large investments but also talent acquisition, as seen in its $900 million deal for Enfabrica's CEO and team, focusing on advanced networking chip technology [20][21][25] Investment and Acquisition Strategy - Nvidia's investment in Intel is part of a broader strategy to enhance its AI infrastructure and capabilities, integrating Nvidia's GPUs with Intel's x86 CPUs for future products [7][29] - The company has committed to investing £2 billion (approximately ¥193 billion) in the UK AI startup ecosystem, including a significant investment in Nscale [10][37][40] - Nvidia's acquisition strategy has shifted towards smaller, strategic purchases, focusing on niche AI technologies and talent rather than large-scale acquisitions [16][21][22] Market Impact - Nvidia's total market capitalization has increased by $895.4 billion (approximately ¥6 trillion) this year, reflecting a 26.43% rise [13] - The collaboration with Intel is expected to create substantial business growth opportunities for both companies, particularly in the data center and AI computing sectors [7][29] - Nvidia's investments in AI startups and infrastructure are positioning it as a key player in the rapidly evolving AI market, with a focus on fostering innovation and expanding its ecosystem [42]