Hard Fork AI Nvidia's Trillion-Dollar $1B+ AI Startup Web
Jan 7, 2026
Explore NVIDIA's meteoric rise driven by ChatGPT and its dominance in the GPU market. Discover their aggressive investment strategies in startups like Anthropic and Cursor, aimed at enhancing AI capabilities. The podcast delves into NVIDIA's global expansion with Mistral and the implications of its partnerships with companies like Inflection AI and Scale. Plus, insights on how these moves shape the future of robotics and autonomous systems, securing NVIDIA's pivotal role in the AI landscape.
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NVIDIA Became The AI Ecosystem's Core
- NVIDIA transformed from a chip seller into a strategic investor fueling the AI ecosystem by investing across many top AI firms.
- Jaeden Schafer argues this expands NVIDIA's influence and creates a feedback loop where invested companies buy NVIDIA hardware.
Investments Drive Hardware Demand
- NVIDIA's investments often pair capital with expected hardware purchases, aligning startup growth with GPU sales.
- Jaeden Schafer frames this as strategic round-tripping that benefits NVIDIA financially and operationally.
Backing Leading LLM Labs
- NVIDIA invested in major LLM players like OpenAI and Anthropic to secure strategic partnerships and compute commitments.
- These stakes tie NVIDIA to the most influential model providers and their future infrastructure spending.