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The CES showcase is here! Where's the next breakthrough in AI?
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"Nvidia Magic" Strikes Again! Exploring Nvidia's Latest AI Investment Landscape

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Moomoo News Global joined discussion · 18 hours ago
Recently, the "Nvidia Magic" frequently took center stage in the U.S. stock market. $Cerence (CRNC.US)$— an artificial intelligence developer that works with a multitude of major automakers — shares skyrocket by over 140% in last Friday's session after announcing an AI partnership with $NVIDIA (NVDA.US)$.
Additionally, $Arbe Robotics (ARBE.US)$, a global leader in Perception Radar solutions, announced on Monday that in collaboration with Nvidia, Arbe is enhancing free space mapping and AI-driven capabilities to further advance the automotive industry. Shares in Arbe soared over 50% on Monday.
Notably, at the ongoing CES 2025, Nvidia CEO Jensen Huang announced collaborations with three companies:
$Micron Technology (MU.US)$, which has worked in partnership with Nvidia for several years, was named by CEO Jensen Huang during his keynote address to CES 2025 as providing memory to the tech giant's new line of AI-powered gaming chips.
● Nvidia will collaborate with autonomous trucking company $Aurora Innovation (AUR.US)$ and Continental to deploy self-driving trucks at scale. Aurora Innovation stock rose 29% on Tuesday.
● Nvidia is partnering with $Toyota Motor (TM.US)$ to develop next-generation autonomous vehicles, with the company's stock rising 1.43% on Tuesday.
In fact, besides Nvidia itself being a focal point for investors, the key sectors and companies it invests in and focuses on are also frequently sought after in the U.S. stock market. Here's a chart to check out Nvidia's latest investment landscape.
"Nvidia Magic" Strikes Again! Exploring Nvidia's Latest AI Investment Landscape
Companies invested in by Nvidia include:
Applied Digital designs, builds and operates next-generation data centers and cloud infrastructure for high-performance computing and artificial intelligence industries.
In September 2024, Nvidia is participating with other investors in a $160 million funding round for Applied Digital. According to the latest 13F data, Nvidia holds 7.716 million shares, which account for approximately 14.70% of the holdings. Since the announcement on September 5th that it received investment from Nvidia, the company has seen an accumulated increase of 202%.
In July 2023, Nvidia announced a $50 million investment in Recursion Pharmaceuticals to collaborate on accelerating the development of the biotech firm's artificial intelligence models for drug discovery.
Recursion uses AI-powered models to identify and design new therapies, and offers those models to other drugmakers, including Roche and Bayer.
According to the latest 13F data, Nvidia holds 7.7064 million shares, which represents approximately 11.73% of the total holdings. Since the announcement on July 12, 2023, the company has experienced a cumulative increase of 17%, with the stock price at one point doubling.
"Last Mile" robotics: $Serve Robotics (SERV.US)$
Serve Robotics was founded in 2017 and develops and operates self-driving vehicles focused on last-mile delivery. The automated delivery boxes travel via sidewalks and often deliver food orders for delivery platforms like Uber Eats.
According to the latest 13F, the company accounts for about 7% of Nvidia's investment portfolio. Other investors include 7-Eleven and Uber, who invested $11.5 million in Serve Robotics.
SoundHound, which offers its AI voice solutions to the auto industry, restaurants, call centers, and other markets, is “seeing continued demand,” Wedbush analysts said, positioning it as a “long-term winner in the AI Revolution.”
SoundHound has been driven forward by wise financial management and increasing income. The company's aggressive M&A approachwhich includes purchases of Amelia, SYNQ3, and Allsethas extended its restaurant and automotive offerings. These steps equip the company for the expansion in corporate artificial intelligence spending, according to the analyst note.
According to the latest 13F filing, Nvidia holds 1.73 million shares, which represents approximately 1.86% of its holdings. It's worth noting that Nvidia first invested in SoundHound AI in 2017, participating in a $75 million funding round to help SoundHound AI expand in the international market. After Nvidia's holdings were revealed last February, the company's cumulative increase reached as high as 782%.
AI Cloud Computing: $NEBIUS (NBIS.US)$
In December last year, Nebius, an Amsterdam-based AI infrastructure company, secured $700 million in oversubscribed equity financing from investors, including Accel, Nvidia, and accounts managed by Orbis Investments. The freshly injected capital will accelerate the development of Nebius’ full-stack AI infrastructure, including large-scale GPU clusters, cloud platforms, and tools supporting AI developers. Since announcing the investment from Nvidia, the company has seen a cumulative increase of about 42%.
Companies recently collaborated with by Nvidia include:
Shares in Cerence, a rival of SoundHound AI, zoomed on Friday amid the announcement of an automotive collaboration with chipmaker Nvidia. Both Cerence and SoundHound sell voice recognition software that uses artificial intelligence.
Cerence said Nvidia's artificial intelligence software platform will speed development of automotive industry large language models. The software maker says the Nvidia tools will be part of the Cerence Automotive Large Language Model.
AI Perception Radar: $Arbe Robotics (ARBE.US)$
Arbe Robotics announced a collaboration with NVIDIA to enhance free space mapping and AI-driven capabilities. Arbe will showcase its groundbreaking ultra-high-definition radar that is revolutionizing vehicle safety and autonomy at CES 2025.
Arbe's high-resolution radar integrates with the NVIDIA DRIVE AGX in-vehicle computing platform to revolutionize radar-based free space mapping. NVIDIA's high-performance processor, optimized for AI-driven capabilities, enables advanced hands-free driving and real-time safety applications.
AI autonomous driving: $Aurora Innovation (AUR.US)$
Aurora designs AI-powered autonomous driving technology systems used in self-driving trucks, and the hardware for those systems is manufactured by automotive supplier Continental. Continental plans to mass-produce Aurora’s system in 2027.
Nvidia CEO Jensen Huang said during his keynote address at the tech industry’s annual CES trade show that Aurora and Continental will use Nvidia’s newest autonomous vehicle chip, DRIVE Thor, which uses Nvidia’s latest Blackwell chip architecture and is specifically designed to power “the transportation industry’s most demanding data-intensive workloads.”
“The autonomous vehicle revolution is here,” Huang said late Monday evening during his keynote, adding that Nvidia’s latest DRIVE Thor chips are “now in full production.”
AI Perception Software: $Innoviz Technologies (INVZ.US)$
Innoviz Technologies, a leading Tier-1 supplier of high-performance, automotive-grade LiDAR sensors and perception software, is proud to announce its latest technological advancements, which will be showcased at CES 2025. Highlighting the power of its perception software, Innoviz will demonstrate how it runs seamlessly with the NVIDIA DRIVE AGX Orin platform, offering a range of software-driven features designed to accelerate autonomous driving applications.
"At Innoviz, we are relentlessly focused on pushing the boundaries of autonomous driving technology to ensure safer and more reliable systems for the future of mobility," said Omer Keilaf, CEO of Innoviz Technologies. "By leveraging the NVIDIA DRIVE Orin platform, we will be able to offer a powerful combination of cutting-edge LiDAR sensors and perception software, enabling automakers to scale from L2+ ADAS all the way to fully autonomous vehicles".
Innoviz surged over 10% on Tuesday, and as of the time of writing, it was up more than 7% in pre-market trading.
However, investors should remain cautious. Investor enthusiasm for Nvidia and its investment stocks could cause their share prices to deviate from fair valuation. Besides, smaller-cap stocks like Applied Digital and SoundHound AI, especially those with valuations based on future growth assumptions, are highly sensitive to broader market conditions. If the market encounters turbulence, they could see a sharp pullback.
Source: Yahoo Finance, IBD, PR Newswire
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