Nvidia is Positioned Across Every Layer of the AI Buildout

ShayBoloor

05-11

$NVIDIA(NVDA)$ has committed more than $40B to equity investments this year alone:

• OpenAI $30B

• $Corning(GLW)$ ~$3.2B

• $IREN Ltd(IREN)$ ~$2.1B

• $Marvell Technology(MRVL)$~$2B

• $Lumentum(LITE)$ ~$2B

• $COHERENT(COHR)$ ~$2B

• $CoreWeave, Inc.(CRWV)$ ~$2B

• $NEBIUS(NBIS)$ ~$2B

Nvidia is positioned across every layer of the AI buildout from silicon & networking to optics, power, neoclouds & the model companies running on top.

The whole stack runs through Jensen.

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AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

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Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/22a101ec6d57c27f50fa5eba5da845c9","width":"680","height":"527"},{"img":"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18","width":"1080","height":"1350"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/22a101ec6d57c27f50fa5eba5da845c9","width":"680","height":"527"}],"title":"Nvidia is Positioned Across Every Layer of the AI Buildout","html":"<html><head></head><body><a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has committed more than $40B to equity investments this year alone:\n• OpenAI $30B\n• <a data-mention-id=\"GLW\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Corning\" target=\"_blank\" href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> ~$3.2B\n• <a data-mention-id=\"IREN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"IREN Ltd\" target=\"_blank\" href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> ~$2.1B\n• <a data-mention-id=\"MRVL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Marvell Technology\" target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a>~$2B\n• <a data-mention-id=\"LITE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lumentum\" target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> ~$2B\n• <a data-mention-id=\"COHR\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" target=\"_blank\" href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$</a> ~$2B\n• <a data-mention-id=\"CRWV\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> ~$2B\n• <a data-mention-id=\"NBIS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> ~$2B\nNvidia is positioned across every layer of the AI buildout from silicon &amp; networking to optics, power, neoclouds &amp; the model companies running on top.\nThe whole stack runs through Jensen.\n<img data-align=\"center\" src=\"https://community-static.tradeup.com/news/22a101ec6d57c27f50fa5eba5da845c9\" tg-width=\"680\" tg-height=\"527\">\n<hr>\n<blockquote>\n 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.\n 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!\n <a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\">Hot Merch Returns · Up to 43% Off</a>\n <img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\">\n</blockquote></body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> has committed more than $40B to equity investments this year alone:\n• OpenAI $30B\n• <a data-mention-id=\"GLW\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Corning\" target=\"_blank\" href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> ~$3.2B\n• <a data-mention-id=\"IREN\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"IREN Ltd\" target=\"_blank\" href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$</a> ~$2.1B\n• <a data-mention-id=\"MRVL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Marvell Technology\" target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a>~$2B\n• <a data-mention-id=\"LITE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lumentum\" target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> ~$2B\n• <a data-mention-id=\"COHR\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" target=\"_blank\" href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$</a> ~$2B\n• <a data-mention-id=\"CRWV\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"CoreWeave, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> ~$2B\n• <a data-mention-id=\"NBIS\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NEBIUS\" target=\"_blank\" href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> ~$2B\nNvidia is positioned across every layer of the AI buildout from silicon &amp; networking to optics, power, neoclouds &amp; the model companies running on top.\nThe whole stack runs through Jensen.\n<img data-align=\"center\" src=\"https://community-static.tradeup.com/news/22a101ec6d57c27f50fa5eba5da845c9\" tg-width=\"680\" tg-height=\"527\">\n<hr>\n<blockquote>\n 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.\n 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!\n <a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\">Hot Merch Returns · Up to 43% Off</a>\n <img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\">\n</blockquote></body></html>","text":"$NVIDIA(NVDA)$ has committed more than $40B to equity investments this year alone: • OpenAI $30B • $Corning(GLW)$ ~$3.2B • $IREN Ltd(IREN)$ ~$2.1B • $Marvell Technology(MRVL)$~$2B • $Lumentum(LITE)$ ~$2B • $COHERENT(COHR)$ ~$2B • $CoreWeave, Inc.(CRWV)$ ~$2B • $NEBIUS(NBIS)$ ~$2B Nvidia is positioned across every layer of the AI buildout from silicon & networking to optics, power, neoclouds & the model companies running on top. The whole stack runs through Jensen. 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! 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