Nvidia, a fabless semiconductor firm, is betting its fortunes on AI.
While Nvidia initially developed its graphics processing units (GPUs) for gaming, these chips turned out to be ideal for powering AI tasks. Now, the company is focusing its efforts on providing the computing hardware — notably its A100 and H100 GPUs — and the software infrastructure required for developing generative AI applications.
Amid the generative AI rush, Nvidia has grown rapidly. In fact, it recently surpassed Microsoft and Apple to become the world’s most valuable company. To bolster its leadership position and keep ahead of AI computing competitors like AMD and Intel, Nvidia has forged relationships with companies across the AI landscape.
For example, over the past year, the company has aggressively invested in accelerated computing use cases. It has placed bets on multiple foundation model developers that rely on its AI hardware, like AI21 Labs and Essential AI.
Meanwhile, Nvidia has also invested in and partnered with several companies focused on technologies with industrial applications, like digital twins and robotics, which can rely on AI for simulation and training. Nvidia is also focused on more long-term developments, such as exploring the convergence of quantum and AI to set a strong foundation for next-generation computing.
Using CB Insights data, we uncovered 6 of the most important strategic priorities highlighted by Nvidia’s recent acquisitions, investments, and partnerships since Q2’23. We then categorized companies by their business relationships with Nvidia across these areas:
- AI infrastructure
- Digital twins
- Horizontal AI applications
- Networking tech
- Quantum computing
- Robotics
