
过去三年,英伟达已成为人工智能初创公司、小型云服务提供商和前沿人工智能实验室最活跃的出资方之一,这在很大程度上要归功于首席执行官黄仁勋坚持不懈地专注于确保其专用人工智能芯片的需求持续强劲。随着他在周三晚间突然辞职,这一资金来源如今看来面临风险。
In the last three years, Nvidia has emerged as one of the most active backers of AI startups, small cloud providers and frontier AI labs—largely thanks to CEO Jensen Huang’s unrelenting focus on ensuring continued, strong demand for its specialized AI chips. With his sudden resignation late Wednesday, that source of cash now looks at risk.
风险投资家、初创公司创始人和半导体高管表示,他们预计英伟达将放缓其狂热的交易节奏。仅今年两个月内,这些交易总额就达到1400亿美元,其中包括巨额信贷担保。这些活动包括向大型芯片用户大把撒钱:英伟达计划在下周Anthropic的首次公开募股中投入100亿美元。但最脆弱的可能是那些正处于融资过程中、且英伟达预计将投资的公司。
Venture capitalists, startup founders and semiconductor executives say they expect Nvidia to pull back on its frenetic dealmaking pace, which totaled $140 billion, including massive credit guarantees, in just two months this year. That activity includes showering cash on big chip users—Nvidia plans to put $10 billion into Anthropic’s initial public offering next week. But the most vulnerable could be the companies in the middle of funding rounds in which Nvidia is expected to invest.