WEEX Labs: The opportunity behind the analysis of Nvidia layout

IN THE AI SUPERCYCLE, THE NVIDIA IS ALREADY NOT SATISFIED WITH ITS ROLE AS A CHIP-SELLER, AND IS ACCELERATING THE STRATEGIC LAYOUT OF THE UPPER AND LOWER PARTS OF THE AI INDUSTRIAL CHAIN。

Of Nvidia’s over $18 billion core portfolio, Intel (INTC), CoreWeave (CRWV), Sympsys (SNPS), Coherent (COHR) and Nokia (NOK) constitute its top five core targets. In the recent past, Nvidia has marked a new phase of “vertical integration” in the global AI industrial chain, with a combination of direct purchases, debt swaps and huge advances。

Source: https://oec.world/en/profile/manager/nvidia-corp

This paper will provide an in-depth analysis of Nvidia's latest “capital bill”, which will provide an analysis of the strategic layout behind its investment hold。

Upstream material

Corning (GLW)

Conning's not just a fiber-optic giant, it's the next generation of advanced containment technology. - The pioneer of the glass base plate, which is generally considered a key material for the continuation of the chip performance index。

& nbsp; Nvidia has paid Koning hundreds of millions of dollars in advance to support its new plant construction, while prior equity investments of up to $3.2 billion have been disclosed。

Upstream architecture design

Synopsys (SNPS)

Synopsys, the lead for electronic design (EDA), has a tool chain that is the cornerstone of Nvidia chip design。

By holding shares, & nbsp; Nvidia ensures priority access and depth synergy on the next-generation chip architecture design tool chain to build high technical barriers。

This holding line, Nvidia ' s main portfolio, can significantly reduce the production risk of a new generation of platforms such as Blackwell。

Network connectivity

Marvell (MRVL)

Marvell focuses on high-speed Ethernet and custom ASIC chips, whose products are widely used in Nvidia data centre network architecture。

On March 31, this year, Nvidia announced that it would subscribe $2 billion to the Convertible Priority A Series of Melville Technologies. Early this month, Huang In-hoon was more than open to praise that Marvell would be "the next trillion-dollar company" that would directly trigger the rise of MRVL in the US stock market。

Nokia (NOK)

Nokia, which has been a vertical leader in the light network operation from traditional telecommunications equipment, has its own capacity for phosphorous crystals and seals, which constitutes a structural competitive advantage for industry ' s traditional rivals。

& nbsp; Nvidia has in-depth strategic collaboration with Nokia in the 6G network, AI-RAN (Advisible Smart Wireless Access Network) and margin computing。

Investment in Nokia has helped Nvidia to sink AI algorithms from the data centre to the edge of the telecommunications network, expanding the wider reach of the market。

Coherent (COHR) & Lumentum (LITE)

AI training on the need for high bandwidth and low-delayed interconnectivity contributed to the eruption of the Silicon Photons and Laser Markets. Nvidia recently invested $2 billion each in optical technology manufacturers Lumentum (LITE) and Cohen (COHR) to accelerate the AI data centre network architecture。

• & nbsp; Coherent displays the advantage of highly vertical integration in the field of optical communications, providing light modules, components and semiconductor devices to meet the Nvidia ecology's need for full-scale reliability。

• & nbsp; Lumentum focuses more on high-end laser chips (e.g. EML lasers) and optical circuit switches (OCS) that provide high-power, low-power light engine solutions for AI clusters。

Downstream cloud service

CoreWeave (CRWV)

CoreWeave, one of Nvidia's most important cloud partners, focuses on providing high performance GPU cloud services for AI training and reasoning。

Its core strength lies in the large-scale deployment of Nvidia H100/H200 and the new-generation Blackwell architecture cluster, which has become the leading AI raw cloud platform in the world。

According to the latest file submitted by Nvidia to the United States Securities and Exchange Commission (SEC), the total value of its portfolio has reached approximately US$ 183.37 billion, with CoreWeave in the main holdout after Intel (INTC)。

Nvidia's strategic funding not only provides capital support, but also achieves an extension of the eco-closure from “chip suppliers” to “chip + cloud services”, significantly increasing its penetration in the high Māori cloud market。

Nebis (NBIS)

Nebias, an important AI infrastructure provider in Europe, focuses on data centre construction and GPU cluster operations。

Against the backdrop of Europe’s own scarcity of calculations, Nvidia, by investing in Nebius, not only supports its reconstruction, but also ensures that European markets are deeply bound by the NVIDIA architecture。

IREN

THE FORMER BITCOIN MINING COMPANY IS UNDERGOING A RADICAL TRANSFORMATION INTO AN AI DATA CENTRE OPERATOR。

On 7 May this year, Nvidia announced an investment of up to $2.1 billion in IREN, while the two sides signed a multi-billion-dollar cooperation agreement for calculator deployment, with low direct card levels, Power Capacity (power capacity)。

Other tracks

General Biomedicines (GENB)

As one of Nvidia ' s newest silos, Generate Biomedicines is a biotechnology enterprise in the clinical phase of the development of protein therapy using a generated AI platform, focusing on accelerated drug detection and design through machine learning。

GENB ' s platform is highly dependent on Nvidia ' s CUDA ecological and high performance computing capability to accelerate training in biomolecule simulation and generation models。

Such cross-border layouts are expected to open up the market for Nvidia in the field of biomedicine under the wave of AI Agent and Physical AI。

Summary

As can be seen from the above, the Nvidia investment landscape is not simply a pursuit of financial returns, but a systematic ecological co-establishment around the “AI All-Governance” strategy。

In terms of strategic intent, through the “vertical integration + strategic winding” model, Nvidia is capitalizing the arteries of the technology industry into its own home, locking forward future orders, securing supply chain priorities and establishing absolute ownership of the entire AI ecology。

In terms of capital operations, Nvidia has adopted extremely sophisticated trading structures. Long-term value anchors can be achieved through the extensive use of instruments such as cash advances, private distribution and reversible debt, which allow for rapid infusion of funds and exclusive deployment agreements at the GW level, as well as cleverly circumventing anti-monopoly scrutiny that may be triggered by large-scale disclosures of ordinary shares。

Looking ahead, Nvidia's investment map is expected to extend further to biomedicine, robotics, and sustainable energy, as structures like Blackwell and Rubin evolve, as well as sovereign AI waves rise. The synergies of its portfolio are expected to be realized gradually in 2026-2027, serving as a core catalyst for higher than expected receipts and market values。

To help investors capture the capital codes of the trillion-dollar AI Empire, WEEX TradFi is online with Nvidia related US equity assets and derivatives, providing investors with 24/7 efficient trade routes and real-time data support. We will also follow up on the Nvidia ecological dynamics and explore more structural opportunities。

Risk tips: U.S. shares and innovative encrypted assets are highly volatile, Nvidia ' s strategic investments are more focused on long-term industrial synergy, and short-term markets are more volatile, and investors are invited to rationalize their exposure to risk。

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WEEX Labs, a research unit under the auspices of the WEEX Exchange, is dedicated to following up on and providing professional assessments of encrypted currency, block-chain technology and emerging market trends。

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