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-- 78.980 NVIDIA partnership scramble! Go to explosion mode with AI+? What is the next Tenbagger brand in the 9 major fields
It is still uncertain whether NVIDIA will be able to maintain the same strong performance as last year this year,It is certain that its influence will still be significant in 2025It is. Especially recently in the US stock market”NVIDIA effects” has attracted investors' attention and is booming.
On January 3, he worked on the development of an automotive AI voice system $Cerence (CRNC.US)$In order to improve the performance of language models in in-vehicle systems, $NVIDIA (NVDA.US)$It was announced that the partnership with will be strengthened. In response to this announcement, CerenceSoared more than 143% in one dayI did it.
1/6, sensory radar-related stocks $Arbe Robotics (ARBE.US)$announced a partnership with NVIDIA,Soared more than 52% in one dayI did it.
1/6, sensory radar-related stocks $Arbe Robotics (ARBE.US)$announced a partnership with NVIDIA,Soared more than 52% in one dayI did it.
In addition to NVIDIA itself, major fields and companies that the company invests in and focuses on are also often attracting attention in the US stock market. As a result, it is said that attention will be paid to companies that have deep partnerships with NVIDIA and companies that NVIDIA invests in,New investment strategiesIt has been presented to investors. Through technical alliances, these companiesIn addition to gaining technical capabilities and market support within the industry, future growth potential can be greatly enhanced。
Furthermore, in the market, NVIDIA's investment decisions are based on a deep understanding and positive judgment on the development of AI technology,Show the direction of development of the industry、Reflects key fields where AI technology is expected to be appliedandPotential technological innovation pointsIt is thought to suggest it.
Overall, what is NVIDIA's investment strategyAI infrastructure、voice interaction、medical、robots、autonomous drivingIt covers many fields, etc.It is showing diversification. Most NVIDIA related stocksIt is in a period of rapid growthThe current profitability is limited,Each field has unique technological advantages and commercialization potential。
NVIDIA's investment is more important than just fundingTechnical cooperationwithStrengthening the ecosystemIn order to accelerate commercialization and market expansion of these companies throughIt plays an important role。
I am an AI leader $NVIDIA (NVDA.US)$and is the world's largest ride-hailing service provider $Uber Technologies (UBER.US)$TocommonalitiesThere is. It is paying attention to automatic delivery robot companies that have both companies. Uber has partnered with 14 companies with the aim of developing autonomous driving platforms. Meanwhile, autonomous driving and robot technology are supported by AI, and NVIDIA is also developing autonomous driving platforms. Both companies are automated delivery robot companies with a total market capitalization of 0.6 billion dollars $Serve Robotics (SERV.US)$Joint investment inI'm doing it. They are the issued shares of Serve RoboticsHolds 20% or moreIt has been done, and it is the future potential of Serve RoboticsBULLISHIt suggests that it is.
According to the latest 13F report, Serve Robotics is Nvidia's investment portfolioabout 7%It occupies. The company's stock price has accumulated since a large investment from NVIDIA was announced on 7/19 last year770% increaseDoing it.
$NEBIUS (NBIS.US)$is a service provider for cloud computing and AI infrastructure. The company announced on 2024/12/2 that it had completed a funding round of 0.7 billion dollars. In this round, venture capital firm Accel, $NVIDIA (NVDA.US)$, Orbis Investments, etc. are participating. The funds raised will be used to build large-scale GPU clusters, expand cloud platforms, and provide more tools and services for developers, aiming to fully support the innovation of global AI pioneers. Since the company's investment from NVIDIA was announced, its stock priceApproximately 42% increaseDoing it.
Last year, it attracted a lot of attention in the AI field $SoundHound AI (SOUN.US)$What is the stock price ofSurged more than 600%andSurpasses NVIDIAI did it. SoundHound AI focuses on dialogue intelligence and provides voice AI solutions to the automotive, television, IoT fields, etc.
The company announced record sales in the third quarter of last year, and the full-year earnings forecast was also revised upward. This is due to the successful expansion of the target market. CEO Keyvan Mohajer stated “I am convinced that speech is a very attractive application for applied generative AI” in the financial results announcement for the 3rd quarter.
According to the latest 13F report, $NVIDIA (NVDA.US)$holds 1.7308 million shares of SoundHoundAI's stock, and the portfolio'sApproximately 1.86%It occupies. Since NVIDIA's holdings were announced in February last year, the company's stock price782% increaseIt has been recorded.
$Applied Digital (APLD.US)$is a next-generation digital infrastructure design, construction, and operation company for AI cloud services, high-performance data center hosting, and blockchain data center hostingThe three businesses are the pillars. Last September, the company raised 0.16 billion dollars of funding from investors, including NVIDIA, to strengthen its position in the AI and HPC infrastructure market.
According to the latest 13F report, $NVIDIA (NVDA.US)$Is7.716 million sharesPossesses,Approximately 14.70% of the portfolioIt occupies. Since investments from NVIDIA were announced on 9/5, the company's stock prices have been cumulative202% increaseIt has been recorded.
・ $Nano X Imaging (NNOX.US)$is an Israeli medical imaging technology development company,Making CT examinations more widely popularThe purpose is to create a commercial-level multi-source digital imaging system “NanoX.arc”First developed in the worldI did it. Furthermore, the company's Nanox.AI platform utilizes AI technology to detect early signs of asymptomatic chronic diseases, enabling early diagnosis and preventive management.
According to the latest 13F report, $NVIDIA (NVDA.US)$What is the shareholding of Nanox59,362 sharesSo, the valuation value is approximately 0.36 million dollars, of the portfolioApproximately 0.08%It is equivalent to. Since NVIDIA began holding a large amount of shares, Nanox's stock price has been cumulative57% increaseDoing it.
・ $Recursion Pharmaceuticals (RXRX.US)$uses AI, automated biology, high-throughput screening, and machine learning algorithms to identify and predict the effectiveness of potential drug discovery targets,Accelerate the drug discovery processDoing it. This allows RXRX to assess the possibility of drug failure early, reduce costs by millions of dollars, and bring drugs to market more quickly and efficiently.
It usually takes 15 years or more and costs about 2.5 billion dollars from drug development to FDA approval to market launch. The early stages of drug development can take months to a year or more. Even after large investments have been made, nearly 90% of candidate drugs often fail clinical trials.
According to the latest 13F report, $NVIDIA (NVDA.US)$Is RXRX's7.7064 million sharesI own a portfolioApproximately 11.73%It is equivalent to. Since investments from NVIDIA were announced on 2023/7/12, stock prices have been cumulative10% increaseandAt one point it reaches 2 timesThere were also things.
$NVIDIA (NVDA.US)$The biggest investment is from an English semiconductor design company $Arm Holdings (ARM.US)$It is.1.96 million sharesIt holds total shares held by NVIDIA65%It occupies.
What is noteworthy is that Nvidia used ARM before this $SoftBank Group (9984.JP)$An attempt was made to acquire it for 40 billion dollars, but the deal was opposed by US and UK regulators. This acquisition plan was abandoned in 2022/2, and SoftBank then proceeded with Arm's IPO.
On January 3, it is an American automotive AI voice technology company $Cerence (CRNC.US)$It was announced that it will strengthen its partnership with NVIDIA and improve the performance of language models within in-vehicle systems. In response to this, the company's stock price was on the same dayUp more than 140%I did it.
According to the analysis, $NVIDIA (NVDA.US)$By receiving technical support, Cerence is expected to reduce research and development costs and accelerate market introduction of new products and functions. For Cerence, whose total market value is only 0.3 billion 34 million dollars, partnerships with industry giants such as NVIDIA greatly improve reliability and technical capabilities.
$Arbe Robotics (ARBE.US)$is $NVIDIA (NVDA.US)$A partnership with was announced, and enhancements to functions utilizing free space mapping and AI are being promoted. The company will be exhibiting an “innovative ultra-high resolution radar” at the world's largest tech event “CES 2025” to be held this week. In response to this news, the company's stock priceSurged 52% or more in 1 dayI did it.
Arbe Robotics provides 4D imaging radar solutions. Radio frequency chipsets, radar processor chips, and AI-based post-processing provide a radar that can separate, track, and identify objects with high resolution even under all weather/lighting conditions, and supports autonomous driving.
7 days, $NVIDIA (NVDA.US)$Is $Aurora Innovation (AUR.US)$It was also announced that they will advance large-scale deployment of autonomous driving trucks in partnership with Continental. Nvidia's Drive Thor and DriveOS are scheduled to be integrated into Aurora's autonomous driving system “Aurora Driver,” and Continental is planning mass production of the same system in 2027. In response to this announcement, the company's stock priceA 30% surge in 1 dayI did it.
According to public materials, Aurora Innovation is a leader in the field of autonomous driving technology, and the co-founder $Alphabet-C (GOOG.US)$Chris Urmson, former chief technology officer of the autonomous driving team, $Tesla (TSLA.US)$Sterling Anderson, former head of Autopilot $Uber Technologies (UBER.US)$Drew Bagnell, the former head of the Autonomous Driving and Perception team at, is included.
7 days, $NVIDIA (NVDA.US)$Is $Toyota Motor (7203.JP)$It was announced that they will advance the development of next-generation autonomous vehicles in partnership with NVIDIA's in-vehicle supercomputer system “Drive AGX Orin” and the autonomous driving platform operating system “DriveOS” will be installed in Toyota's next-generation autonomous driving cars.
$NVIDIA (NVDA.US)$announced the new GeForce RTX 50 series Blackwell architecture GPUs on the 7th, $Micron Technology (MU.US)$Memory will be supplied to the new GPU.
$Innoviz Technologies (INVZ.US)$is $NVIDIA (NVDA.US)$In partnership with, cutting-edge perception software equipped with Nvidia's Drive AGX Orin was exhibited at CES 2025, and new software-driven functions were announced.
Source: Moomoo, Whalewisdom
Some of this article uses automatic translation
-MooMoo News Sherry
Some of this article uses automatic translation
-MooMoo News Sherry
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Trump 2.0 Era: What's the next opportunity in the markets?
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Michael McCarthy CCO
Jan 3 11:57
Ask a strategist - Trump's first day
Captain Kuwa : Investing in the upstream side of NVIDIA's supply chain might be a good idea.
The lower side is filled with competitors, being tossed around by daily news of individual stocks!
めいちゃんの羊 : Deere & Co
アイアムマン : Very clear and easy-to-understand diagram!
Thank you
ヒロジー : It is well-organized and easy to understand, making it a good document.