Recently, the "NVIDIA earning effect magic" has frequently appeared in the US stock market.

Last Friday, the developer of automotive AI Voice Technology $Cerence (CRNC.US)$ announced a deepened collaboration with NVIDIA to enhance the performance of language models in its onboard systems. Following the announcement, Cerence skyrocketed over 143% overnight.

Yesterday, the perception Radar Concept stock $Arbe Robotics (ARBE.US)$ announced a collaboration with NVIDIA, with the company enhancing free space mapping and AI-based capabilities, and will showcase its "revolutionary ultra-high-definition radar" at this week’s Consumer Electronics Show (CES). Overnight, the company rose over 52%, and as of publishing, it is up over 12% in pre-market trading.

The "NVIDIA content" here refers to Arbe's high-resolution Radar being integrated with NVIDIA's in-vehicle computing platform DRIVE AGX, ultimately forming "hands-free" driving and real-time safety features.

It is worth noting that at today's CES conference, NVIDIA CEO Jensen Huang announced collaborations with three companies, among which,

NVIDIA's new GeForce GPU will be available starting in January. $Micron Technology (MU.US)$ They will provide memory for it, and the company's pre-market shares have risen over 5%.

NVIDIA will collaborate with a self-driving car technology company. $Aurora Innovation (AUR.US)$ to collaborate with Continental for large-scale deployment of self-driving trucks, and the company's pre-market shares have risen over 46%.

NVIDIA and $Toyota Motor (TM.US)$ The company will collaborate to develop the next generation of Self-Driving Cars, and its stock rose over 2% in pre-market trading.

In fact, other than NVIDIA itself, the key tracks and companies it invests in and focuses on have also been popular in the US stock market. The market believes that NVIDIA's investments often represent the direction of industry development, reflecting the key areas of AI technology applications and suggesting potential technological breakthroughs.

Futubull News has compiled the companies that NVIDIA has invested in as well as those recently announced for collaboration for the reference of mooers:

Overall, NVIDIA's investment layout shows a trend of diversification, covering multiple fields including AI infrastructure, Voice Technology, Medical, Siasun Robot&Automation, and Self-Driving Cars. Specifically,

• The companies NVIDIA invests in include:

1. AI Datacenter — $Applied Digital (APLD.US)$

Applied Digital is a designer, builder, and operator of next-generation digital infrastructure, with its main businesses including AI Cloud Computing Service, high-performance datacenter hosting, and encrypted data hosting.

In September of last year, this AI cloud company secured $0.16 billion in funding from investors including NVIDIA and related firms, strengthening its position in the AI and HPC infrastructure market. According to the latest Form 13F data, NVIDIA holds 7.716 million shares, accounting for approximately 14.70% of the holdings. Since the official announcement of NVIDIA's investment on September 5, the company's cumulative increase has reached 202%.

APLD's main business includes datacenter and HPC infrastructure, GPU cloud solutions, as well as innovative technologies in AI, machine learning, and other fields. The company primarily focuses on AI and HPC workloads, Edge Computing, and has established partnerships with major companies such as Dell, NVIDIA, Goldman Sachs, and JPMorgan, which may lead to net sales growth and attract new investors.

2. AI drug development leader - $Recursion Pharmaceuticals (RXRX.US)$

Recursion Pharmaceuticals is a technology-driven biopharmaceutical company that leverages AI and machine learning to identify new therapeutic targets for diseases with unmet clinical needs, accelerating drug discovery and reducing drug development costs. According to the latest Form 13F data, NVIDIA holds 7.7064 million shares, accounting for approximately 11.73% of the holdings.

Since the company's official announcement of receiving investment from NVIDIA on July 12, 2023, the cumulative increase has been 17%, with the stock price at one point doubling.

Currently, Recursion has established strong partnerships with large technology pharmaceutical companies such as Roche (through Genentech), NVIDIA, Bristol-Myers Squibb, Bayer, Sanofi, Merck, Google Cloud, Tempus AI, Helix, and Enamine.

Recursion announced in its consolidated business report that as of November 20, the cooperation plan has received $0.45 billion, and these partnerships could potentially reach $20 billion in milestone payments in the future, excluding royalties.

3. "Last Mile" robotic companies - $Serve Robotics (SERV.US)$

Serve Robotics was established in 2021 from $Uber Technologies (UBER.US)$The spun-off robot company primarily provides last-mile delivery robots for the Uber Eats platform. Thus, Uber is not only the largest single Shareholder of Serve Robotics but also its biggest customer. According to the latest Form 13F, the company accounts for about 7% of NVIDIA's portfolio.

Since the company announced that it had received a significant stake from NVIDIA on July 19 of last year, its cumulative increase has reached as high as 770%.

Serve Robotics’ sidewalk delivery robots possess 'L4' level autonomy, a standard originally established by the Society of Automotive Engineers (SAE) for Self-Driving Cars. Achieving L4 level means that the vehicle can achieve full autonomy under specific conditions or in designated areas without human intervention.

Through collaboration with Serve Robotics, Uber and NVIDIA are also validating the feasibility of large-scale commercial automated delivery robots.

It is worth mentioning that although it is a delivery robot company, Serve Robotics has also revealed that these cute robots, which can run on sidewalks, are very popular with advertisers.

4. AI Voice Technology company —— $SoundHound AI (SOUN.US)$

SoundHound started with AI voice assistants. Unlike traditional AI voice understanding (which translates speech into text before interpreting it), SoundHound's AI can directly understand the meaning of speech, helping to improve speed and accuracy. According to information, SoundHound AI specializes in conversational intelligence, providing voice AI solutions for sectors such as Autos, Television, and the Internet of Things.

In terms of performance, SoundHound AI disclosed record-high revenues for the third quarter. Additionally, according to management's forecast, the company's revenue will reach between 0.155 billion and 0.175 billion USD in 2025, nearly doubling from the expected revenue of approximately 84 million USD in 2024.

According to the latest Form 13F data, NVIDIA holds 1.7308 million shares, accounting for about 1.86% of its portfolio. It is noteworthy that NVIDIA first invested in SoundHound AI in 2017, participating in a round of financing of 75 million USD to assist SoundHound AI in developing in the international market. After NVIDIA's holdings were disclosed last February, the company had accumulated an increase of as much as 782%.

5. The Israeli medical imaging company, known as the 'Tesla of X-ray', is Nano X Imaging.

$Nano X Imaging (NNOX.US)$ Nanox is an Israeli developer of medical imaging technology that created the world's first commercial-grade multi-source digital imaging system, Nanox.ARC, designed to democratize CT scanning. Furthermore, the company's Nanox.AI platform utilizes AI technology to identify early signs of asymptomatic chronic diseases, enabling early diagnosis and preventive management.

According to the latest Form 13F, NVIDIA holds a small number of shares in Nano X, totaling 59,362 shares, worth approximately $0.36 million, accounting for about 0.08% of the holdings. Since NVIDIA increased its holdings, the cumulative increase has reached 57%.

6. AI Infrastructure Company - $NEBIUS (NBIS.US)$

Nebius is a provider of Cloud Computing and AI infrastructure services. On December 2, 2024, the company announced the completion of a $0.7 billion financing round, with participation from venture capital firms Accel, NVIDIA, and Orbis Investments, among others. The funds raised will be used to further build large-scale GPU clusters, expand the cloud platform, and provide developers with more tools and services to fully support the innovative development of Global AI pioneers. Since announcing the investment from NVIDIA, the cumulative increase has been about 42%.

Nebius Group is also known as "Yandex NV," and its subsidiary is the Russian technology giant known as the "Russian version of Google." In addition to search, its business scope extends to advertising, e-commerce, ride-hailing, as well as Cloud Computing, data labeling, and Self-Driving Cars.

Last July, Yandex's business in Russia was divested to a Russian consortium for $5.4 billion. This was the largest exit of a Western company from the Russian market since the Russia-Ukraine conflict. The company retained key international businesses under the name Nebius and inherited its Nasdaq listing qualifications.

Notably, Nebius's revenue for the third quarter of 2024 was only $0.41 million. Such revenue corresponds to the substantial equity financing amount and total Market Cap, highlighting the IT giants' expectations for the future development of AI.

7. Chip Giant - $Arm Holdings (ARM.US)$

NVIDIA's largest investment is in acquiring a stake in the UK chip design company Arm, listed on Nasdaq, holding 1.96 million shares, accounting for 65% of NVIDIA's total holdings.

It is worth mentioning that prior to this, NVIDIA had attempted to purchase Arm from SoftBank for 40 billion USD, but this deal faced opposition from regulatory bodies in the USA and United Kingdom. The acquisition attempt in February 2022 failed, and SoftBank subsequently pushed for Arm's IPO.

• Recent companies that NVIDIA has partnered with include:

1. Automotive AI Technology Company - $Cerence (CRNC.US)$

On January 3, Eastern Time, the USA-based automotive AI voice technology company Cerence announced a deepened collaboration with NVIDIA to enhance the performance of its language models in onboard systems. The company's stock increased by over 154% in two days.

In the automotive AI market, Cerence's main competitors include $SoundHound AI (SOUN.US)$ and Nuance. These companies also provide voice assistants and smart interaction technology.

Analysis points out that, with the technical support from NVIDIA, Cerence is expected to reduce R&D costs and accelerate the launch of new products and features. For a company with a Market Cap of only 0.334 billion USD, an alliance with an industry giant like NVIDIA undoubtedly adds significant credibility and technological strength. Moreover, NVIDIA's AI infrastructure is leading within the Industry, allowing Cerence to directly utilize these resources to develop more powerful language models and automotive systems.

2. Perception Radar concept stocks - $Arbe Robotics (ARBE.US)$

Arbe Robotics announced a collaboration with NVIDIA, as the company is enhancing free space mapping and AI-based capabilities and will showcase its "revolutionary ultra-high-definition Radar" at this week's Consumer Electronics Show (CES). The company's stock soared over 52% overnight, with a further increase of over 12% in pre-market.

Arbe Robotics is a leading provider of 4D imaging Radar solutions, and its Radar technology is 100 times more detailed than any other Radar on the market, making it a key Sensor for L2+ and higher-level Self-Driving Cars.

The company stated that the core of technological innovation lies in AI-based processing capabilities. Arbe claims that its Radar technology has 100 times the detail of any other Radar on the market. The high-resolution Radar from Arbe is integrated with NVIDIA's in-vehicle computing platform DRIVE AGX, ultimately forming "hands-free" driving and real-time safety features.

3. Leaders in Self-Driving Technology - $Aurora Innovation (AUR.US)$

Today, NVIDIA announced it will work with Aurora and Continental to deploy Self-Driving Trucks on a large scale. NVIDIA's Drive Thor and DriveOS will be integrated into the autonomous system Aurora Driver, with Continental planning to mass-produce the system by 2027. The company surged 47% in pre-market.

According to public data, Aurora Innovation is a leading company in the field of Self-Driving Cars technology, co-founded by Chris Urmson, former Chief Technology Officer of the Google Self-Driving Team (later renamed Waymo), as well as Sterling Anderson, former head of Tesla Autopilot, and Drew Bagnell, former head of the Uber Self-Driving and Perception teams, focusing on the development of technology for Passenger Vehicles and trucks.

4. Automotive Giants - $Toyota Motor (TM.US)$

Today, NVIDIA announced a collaboration with Toyota Motor to develop the next generation of Self-Driving Cars. Toyota's next generation of Self-Driving Cars will be equipped with NVIDIA's in-vehicle supercomputer system Drive AGX Orin and the Self-Driving platform operating system DriveOS. The company's stock rose over 2% in pre-market trading.

5. Chip Giants - $Micron Technology (MU.US)$

NVIDIA today released the new GeForce RTX 50 series Blackwell architecture GPU, and Micron will provide memory for the new GPU. The company rose over 5% in pre-market trading.

6. High-performance solid-state LiDAR Sensors and perception Software manufacturers - $Innoviz Technologies (INVZ.US)$

$Innoviz Technologies (INVZ.US)$ Announced a collaboration with NVIDIA to showcase cutting-edge perception Software utilizing NVIDIA Drive AGX Orin at CES 2025, introducing new software-driven capabilities. As of the time of writing, pre-market surging nearly 30%.

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