The NVIDIA shareholder meeting is approaching! These 5 major Industries are full of investment potential.

At 0:00 Beijing time on June 26, $NVIDIA(NVDA.US)$ the 2025 Annual Shareholder Meeting will be held online.

Reflecting on last year's shareholder meeting, Jensen Huang stated that the $50 trillion heavy industry will be automated driven by artificial intelligence. Looking ahead to this year's shareholder meeting, the market expects plenty of highlights, with widespread belief that Jensen Huang will tie together several of the hottest fields, including quantum computing, smart driving, and AI medical, with NVIDIA. At that time, related industries are expected to usher in good opportunities.

Recently, NVIDIA has been working to expand its influence in the global AI infrastructure field. This month, the company announced plans to build an industrial AI cloud platform in Germany and designated $Micron Technology(MU.US)$ as the first supplier of its new memory solution SOCAMM.

In addition, NVIDIA recently officially announced cooperation with $Novo-Nordisk A/S(NVO.US)$ to use AI in drug development and showcased video compression tools for smart driving cars at the GTC conference in Paris.

Based on this, Futubull organized companies in the U.S. stock market that have officially collaborated with NVIDIA, focusing primarily on five major fields: AI cloud infrastructure service providers, smart driving, AI medical, quantum computing, and chips.

Direction One: AI Cloud Infrastructure Service Providers

NVIDIA's Three Pets of Computing Power—— $CoreWeave(CRWV.US)$ 、 $NEBIUS(NBIS.US)$ 、 $Applied Digital(APLD.US)$

1. CoreWeave: closely embracing NVIDIA, possesses outstanding large-scale computing cluster management capabilities.

According to Caitong Research Reports, $CoreWeave(CRWV.US)$ Founded in 2017 through mining, it accumulated a large number of GPUs via its predecessor Atlantic Crypto. After the crash in cryptocurrency prices, the company began exploring transformation, purchasing second-hand GPUs at low prices and shifting to provide high-performance computing rental services in AI, film, and other fields.

In 2022, the launch of ChatGPT ignited a global wave of AI, and CoreWeave rapidly rose to prominence with its Bare Metal GPU model and strong computing supply capabilities. In 2023, it established a deep partnership with NVIDIA and attracted large clients including OpenAI, Meta, and Microsoft, going all in on computing rentals, becoming one of the most influential AI core infrastructure suppliers in North America.

CoreWeave has 32 data centers, running over 0.25 million GPUs, primarily serving major North American clients such as Microsoft, NVIDIA, OpenAI, Meta, and Google. CoreWeave focuses on GPU-based computing rental services, owning 32 data centers and over 0.25 million GPUs, targeting top North American clients like Microsoft, NVIDIA, OpenAI, Meta, and Google, to meet clients' rapidly growing computing demands while increasing the flexibility of their capital expenditures.

NVIDIA's preference for CoreWeave has reached a level of treating it as its own—after receiving investment from NVIDIA, CoreWeave became NVIDIA's direct cloud computing supplier, and even Microsoft has ordered cloud computing from them.

Additionally, according to the latest reports, CoreWeave has reached an agreement valued at up to 4 billion dollars with the artificial intelligence company OpenAI, which will last until 2029, aiming to provide additional cloud computing capacity.

It is noteworthy that Microsoft is one of the biggest supporters of OpenAI and also the most important customer of CoreWeave. According to documents submitted to the U.S. Securities and Exchange Commission, Microsoft is one of the two major customers of CoreWeave in 2024, contributing nearly two-thirds of the total revenue. The expansion of cooperation with OpenAI may help CoreWeave reduce the risk of excessive reliance on Microsoft.

2. Applied Digital: Data center solutions provider

$Applied Digital(APLD.US)$ Founded in 2001, it is an American company focused on designing, building, and operating next-generation digital infrastructure and high-performance computing data centers. APLD primarily meets the needs of compute-intensive applications like mining, AI, and ML by providing solutions such as data center hosting, cloud services, and high-performance computing hosting, relying on advanced NVIDIA GPU technology and innovative cooling systems to ensure that customers receive efficient, scalable, and secure computing support.

NVIDIA's investment in Applied Digital further indicates its deep involvement in the AI infrastructure sector. As the demand for AI computing power surges across various industries, Applied Digital has become a key participant in AI infrastructure thanks to its scalable and cost-effective infrastructure services.

3. NEBIUS: Benefiting from European support, excelling in short-term leasing cost-effectiveness

According to Caitong, $NEBIUS(NBIS.US)$ The predecessor was the Russian technology giant Yandex, which operates across search, maps, ride-hailing, music, and streaming. After the Russia-Ukraine conflict in 2022, Yandex faced significant geopolitical changes and initiated a strategic reorganization to exit the Russian market. In October 2024, Yandex completed the formal separation from Nebius. The reborn Nebius leverages Yandex's AI capabilities and expertise in building hyperscalers to attract a large talent pool in AI infrastructure, fully committing to computing power leasing, entering the global AI infrastructure construction market, and providing large-scale GPU power cluster leasing services along with related development tools.

Nebius offers full-stack AI solutions, including Nebius AI Cloud that provides various development tools and Nebius AI Studio that supports model testing. Additionally, services such as data annotation purchasing, personnel training, and autonomous driving technology are provided. Nebius's data centers are located in multiple regions in Europe and America, serving a diverse client base consisting of large AI training labs, startups, and internal AI teams of enterprises. Nebius's business composition is more complex than CoreWeave, with a more cautious approach to capital expenditures.

Direction Two: Intelligent Driving

• The world's first public company in Robotaxi - Wenyuan Zhixing

$WeRide(WRD.US)$ Focusing on unmanned driving technology, Wenyuan Zhixing is a leader in this field. It utilizes NVIDIA's advanced GPUs and artificial intelligence software to power its vehicles, and is currently operating unmanned taxis in multiple cities.

Wenyuan Zhixing's revenue primarily comes from two business segments: sales of L4 autonomous driving vehicles, such as unmanned taxis (Robotaxi), autonomous sanitation vehicles (Robosweeper), and related sensors; providing L4 autonomous driving and ADAS assisted driving services, such as operational and technical support, and ADAS development services.

NVIDIA is an early investor in Wenyuan Zhixing. Wenyuan Zhixing, which started with L4, has risen with the support of several star investors: Qiming Venture Partners, He Xiaopeng, founder of Xiaopeng Motors, IDG, Mubadala, and Innovation Works. During this period, it also received offers from industry giants including the Renault-Nissan-Mitsubishi Alliance, NVIDIA, Bosch, GAC, Yutong, and Uber.

In addition, it is worth noting that recently Uber committed to adding a $0.1 billion equity investment to its existing investments in WeRide. According to informed sources, this investment will complete its delivery in the coming months. It is reported that this is Uber's largest investment in the field of autonomous driving to date.

In addition, NVIDIA previously announced a partnership with $Arbe Robotics(ARBE.US)$ 、 $Innoviz Technologies(INVZ.US)$ 、 $Cerence(CRNC.US)$ and other partners.

The perception radar concept stock Arbe Robotics' collaboration with NVIDIA involves integrating its high-resolution radar with the NVIDIA DRIVE AGX vehicle computing platform. This integration is expected to revolutionize radar-based free space mapping and enhance hands-free driving and real-time safety applications.

The company’s perception radar is known for its AI-driven, dense, high-resolution point cloud processing, capable of supporting tens of thousands of detections per frame. This technology features a MIMO array with 48 receiving and 48 transmitting channels, achieving unparalleled resolution and long-range detection capabilities, applicable in various conditions while minimizing false alarms.

Innoviz Technologies, a leading supplier of LiDAR sensors and perception software in the automotive industry, previously showcased the compatibility of its perception software with the NVIDIA DRIVE AGX Orin platform, aiming to enhance autonomous driving systems.

The collaboration between the company and NVIDIA marks a significant advancement in vehicle AI-driven perception systems. The software tailored for the NVIDIA platform by Innoviz is designed for real-time processing, providing better object detection, classification, and tracking. This integration is expected to enhance the safety and effectiveness of autonomous driving and Advanced Driver Assistance Systems (ADAS).

In the wave of automotive intelligence, in-car voice assistants serve as a key bridge for human-vehicle interaction, and their performance directly affects the driving experience and safety. The in-car AI voice technology company Cerence focuses on generative AI and has announced a partnership with NVIDIA to create a high-performance in-car AI platform to enhance the effectiveness of its language models.

Furthermore, in the long run, the autonomous driving market is expected to witness a revolutionary explosion; if Jensen Huang speaks positively about the Industry at the shareholder meeting, companies in this field may be poised for a surge.

Direction Three: AI + Medical

NVIDIA CEO Jensen Huang previously expressed that 'AI Medical' is the next 'Gold Concept'. From NVIDIA's recent moves, it is also frequently betting on this track.

The latest Form 13F documents show that NVIDIA is betting on the leader in AI drug development. $Recursion Pharmaceuticals(RXRX.US)$ This is a clinical-stage biotechnology company focused on leveraging artificial intelligence (AI) technology to accelerate drug development. The company centers its efforts on AI technology for drug discovery, precision medicine, rare disease treatment, oncology, and neuroscience.

According to reports from media outlet Dingling, the data and computing power of RXRX are quite impressive. In 2024, the company's supercomputer BioHive-2 will debut, and it is referred to as the largest supercomputing system in the pharmaceutical industry. The powerful computing capabilities of NVIDIA can provide computational support for RXRX's AI drug development.

RXRX focuses on using computer vision and machine learning algorithms to analyze cellular image data to identify potential therapeutic effects. By constructing a large biological image database and training deep learning models to predict the effects of compounds on cells, RXRX can rapidly screen for promising new drug candidates. In the AI pharmaceutical industry, RXRX is at the forefront of the industry due to its unique technological path and service model, providing new ideas and methods for tackling difficult diseases and developing new drugs.

In addition, NVIDIA has officially announced collaboration with $Novo-Nordisk A/S(NVO.US)$ to use AI in drug development; joining hands with $IQVIA Holdings(IQV.US)$ to create AI agents to promote innovative drug and medical device development; $Illumina(ILMN.US)$ collaborating with NVIDIA to decode biology and drive precision health; NVIDIA is also working with $GE HealthCare Technologies(GEHC.US)$ to utilize physical AI and advance the development of autonomous diagnostic imaging technology.

It is worth noting that this year, boosted by 'Congress Hill Stock God' Pelosi and Kathy Wood, coupled with the catalyzation of DeepSeek's AI application landing among multiple bullish factors, AI + Medical has become a major highlight. In addition to the aforementioned medical companies collaborating with NVIDIA, the following AI medical stocks are also worth attention.

Direction 4: Quantum Computing

Jensen Huang previously stated in a speech that quantum computing is reaching a critical turning point and will become powerful enough in the coming years to "solve some interesting global problems."

Morgan Stanley stated that Jensen Huang has shown a more proactive attitude toward quantum computing, particularly regarding NVIDIA's opportunities to simulate and ultimately supplement classical computing techniques with quantum computing.

NVIDIA teams up $Alphabet-C(GOOG.US)$ to jointly create quantum chips; additionally, $Oracle(ORCL.US)$ NVIDIA is collaborating with the Swiss company QMware, using Oracle's cloud infrastructure supported by NVIDIA A100 Tensor Core GPU clusters and NVIDIA CUDA Quantum open-source hybrid quantum computing platform to test and develop hybrid quantum computing services for enterprise clients.

Additionally, quantum computing companies like $D-Wave Quantum(QBTS.US)$ 、 $IonQ Inc(IONQ.US)$ 、 $Rigetti Computing(RGTI.US)$ These companies are worth noting by investors, as they previously participated in NVIDIA's Quantum Day.

Direction Five: Chips

This month, NVIDIA announced plans to build an industrial artificial intelligence cloud platform in Germany, and designated $Micron Technology(MU.US)$ as the first supplier of its new memory solution SOCAMM.

In addition, $Navitas Semiconductor(NVTS.US)$ announced a collaboration with NVIDIA to develop the next-generation 800V high-voltage direct current (HVDC) architecture to power the Kyber rack systems supporting GPUs, including the Rubin Ultra. Nanwei's GaN and Silicon Carbide technology will play a key role in this collaboration. This partnership could become a turning point for Nanwei Semiconductor's development, with the company expected to be a key partner for NVIDIA's future AI chip production line.

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