Chapter 1: What is the main topic discussed in this episode?
Welcome to the podcast. I'm your host, Jaden Schaefer.
Chapter 2: What is the main topic discussed in this episode?
Today on the show, we are talking about NVIDIA's AI investments. They have made over 67 venture deals, and I think over 54 of them they made across all of 2024. Today on the show, I want to break down all of the investments that NVIDIA has made, who they've invested in, how much they've invested in, what happened to those companies.
And this comes as, you know, there's a lot of talk about kind of this money round tripping that's going on where essentially NVIDIA will give money to companies that are going to just turn around and give the money back to NVIDIA to buy GPUs for compute for AI.
Chapter 3: How many venture deals has Nvidia made recently?
So there's a lot of interesting things going on in this story. We're going to break down all of them. And I think a lot of them you may not have even realized NVIDIA was involved with. So we're going to get into that. Before we do, if you want to build AI tools without knowing how to code, go check out AIbox.ai. This is my own startup.
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I think it's safe to say that no company has ridden the AI wave quite like NVIDIA. Ever since ChatGPT first came out, which is, of course, over three years ago now, we've seen, you know, NVIDIA's seen explosive growth from all of their AI products that followed and all of the AI products that followed relying heavily on NVIDIA's chips.
And so, of course, the revenue, the profits, their cash reserves increase.
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Chapter 4: What is the significance of Nvidia's investment strategy?
Everything surged, including their stock price, which turned them into roughly a $4.6 trillion company. So right now, they are the world's dominant supplier of high-performance GPUs, and they have used their financial firepower to dramatically expand their investing, especially in different AI companies and infrastructure sectors. deals.
Because of course, if they put money into AI companies, all of the infrastructure required to run it is going to get, you know, they're going to be buying NVIDIA GPUs and pay money back to NVIDIA. So just last year alone, NVIDIA did 67 venture deals. And that is more than their 57 investments that they made the year before in 2024.
So all of those numbers don't include all of the deals that were completed through NVIDIA's formal corporation venture arm and ventures, which also ramped up significantly. So according to PitchBook, And Ventures completed 30 deals last year compared to just one in 2024.
NVIDIA also said that they are investing strategically and focused on growing the broader AI ecosystem by backing startups that they believe can become true market makers. And of course, we see that this is directly beneficial to them. So I want to go over a list of startups that raised rounds larger than $100 million since 2023 with NVIDIA named as an investor.
We'll order them from largest to smallest round sizes. And I think just all of these combined should show just how far NVIDIA's influence now extends beyond just, of course, selling chips. But they are getting ownership shares in every single major AI company at this point. So the first one, of course, is OpenAI, the big company behind ChatGPT that we all use.
And NVIDIA's put their, they've essentially first invested in them in October 2024, and they invested apparently, like reportedly $100 million in their $6.6 billion round that back then valued them at $157 billion.
So NVIDIA didn't actually appear in OpenAI's $40 billion round that closed in March last year, but they later announced a strategic partnership that involved another $100 billion in infrastructure investments. Although NVIDIA said that, you know, this deal was not guaranteed to close as it was outlined.
And so to take it with a grain of salt, which I actually appreciate that clarity from NVIDIA, because I feel like we see a lot of these deals where they're like leaked or rumored and And then you, I don't know, it's kind of like the Stargate $500 billion deal with Oracle, OpenAI and SoftBank.
But like, there's a whole bunch of interesting things that have to happen for that deal to execute, including SoftBank being able to come up with the money and Oracle and OpenAI. And like, there's a whole bunch of craziness that goes on behind the scenes that may make that not an actual $500 billion deal.
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