Saturday, October 11, 2025

Nvidia AI "intelligence" ecosystem investments

Nvidia company now has (by far) largest market valuation in the world.
And to sustain that growth, it is making strategic investments in "ecosystem"
including to "competitors" like Intel, customers like "OpenAI", partners like "ARM",
and most of all startups in all parts of "AI stack", like xAI, Cursor, CoreWeave...

Companies ranked by Market Cap - CompaniesMarketCap.com


Jensen Huang says he regrets not investing more in xAI: 'Almost everything Elon's part of, you want to be part of'

"My favorite enterprise AI service is Cursor," Huang said. "Every one of our engineers, 100%, is now assisted by AI coders, and our productivity has gone up incredibly."

"For the last several years, they were generating tokens at a loss," he said. "But in the last several months, it's become clear the technology is now reasoning, doing research, using tools — it's actually useful. The tokens are profitable now."