NVIDIA's Strategic Moves in Acquiring AI Companies for a Competitive Edge

NVIDIA Corporation is actively acquiring technologies and partnerships to expand its AI capabilities.

• Key collaborations include major cloud service providers (CSPs) like Microsoft Azure, Google Cloud Platform (GCP), Amazon Web Services (AWS), and Oracle Cloud Infrastructure (OCI) who are integrating NVIDIA's technologies for AI applications.

Strong growth in the data center segment:

• Company reported that large CSPs represented approximately half of its data center revenue, with these sales nearly doubling year on year.

AI demand is on the rise:

• Consumer Internet revenue has seen a threefold increase year on year, driven by generative AI and deep learning applications.

New AI Models and Platforms:

• Launch of models such as NVIDIA Llama Numitron and developments in the Cosmos World foundation platform demonstrate the company's commitment to AI innovation across various sectors, including healthcare, finance, and robotic systems.

Robotics and Automotive Growth:

• NVIDIA's automotive vertical revenue is projected to grow to approximately $5 billion in the current fiscal year, supported by partnerships with companies like Hyundai Motor Group for autonomous vehicle and robotics development.

Expansion Efforts:

• Countries and organizations globally, including initiatives from France and the EU, are investing heavily in AI infrastructure, which complements NVIDIA's strategies to build AI ecosystems.