NVIDIA’s Investment Portfolio

Making money isn't the goal; having control is. Top-tier companies are focused on making themselves indispensable by building industry ecosystems that others can't afford to leave.

Nvidia's strategy can be summarized in three points: compute dependency, ecosystem lock-in, and赛道 coverage (track coverage). They're not just selling hardware; they're building a complete AI ecosystem. When this system becomes powerful enough, any player entering the AI space must rely on Nvidia's infrastructure—becoming the AI equivalent of basic utilities like water, electricity, and gas.

Invest in controlling traffic entry points (application scenarios) and cultivate compute dependency through compute provision.

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