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💡Weekly #semiconductor deals to watch last week 👇 Black Semiconductor raised €254.4M in funding, one of the largest for a European deep tech company Raspberry Pi debuted on the London Stock Exchange Tenstorrent is rumored to be raising $300M led by Samsung Flow Computing raised €4M pre-seed funding Rocket Lab secured $23.9M in CHIPS Act funding Rebellions & SAPEON Inc. are merging to form a new AI chip firm Read more: https://lnkd.in/gSkzGj3g 🎯 Stay tuned for more updates on the latest trends and investments in the semiconductor industry! 🚀 #technews #venturecapital #AI #chips #startups

🤔 NVIDIA’s leading position in the AI chip market may encounter a new challenger! 💥 With the confirmed merger of AI chip startups Sapeon and Rebellions, the potential impact on Korea’s position in the global semiconductor industry over the next two to three years is capturing market attention. 💡 Dive deeper into the details regarding the merger here: https://buff.ly/4dPF3RA 🔗 #Sapeon #Rebellions #Korea #NVIDIA #Semiconductor

Is Nvidia stock overvalued? On June 18 2024, Nvidia became the world’s most valuable company after its market capitalisation exceeded $3.3 trillion. Nvidia’s market capitalisation is 11.7% of US GDP versus Cisco’s market cap being 5.5% at Cisco’s peak market cap in 2000. Cisco’s market cap declined precipitously (about 80%) after the dotcom bubble burst. Will Nvidia’s market cap do the same after the AI bubble bursts? What do you think? Video also available on my YouTube channel: https://lnkd.in/ecDmdXpF Illustration embedded in video: Javier Jaen Music credit: Iggy Pop & Rick Gardiner - The Passenger, 1977 See also post by Dr. Jeffrey Funk for further discussions: https://lnkd.in/eTThNzYF #technology #innovation #hype #startups #artificialintelligence

What I am reading Week X : While there are multiple ways to think about position sizing, Masayoshi Son, has been known for taking large bets as a part of his portfolio position sizing. However, the key to investing is to never go out of business. 2021-22 was the worst time Softbank went through in its 24-year investment journey where they had significant losses in their investment book, however, he did not go out of business. Last year, Softbank had structured an investment in ARM holdings which was up 4x and netted an investment gain of nearly USD 140 bn and today, he continues to re-invest that in building a company which will compete with Nvidia. #AIhardware #gpus #Positionsizing #softbank https://lnkd.in/gEAFmwvM

Earlier this week, #NVIDIA surpassed Microsoft as the world's most valuable company by crossing USD 3.3tn in market capitalization. Back in April, the Mergermarket team explored the firm's investment surge, highlighting how NVIDIA's strategic moves and innovative approaches have propelled it to the forefront of the tech industry. Last year, NVIDIA invested in 35 startups, more than three times the preceding year, according to Mergermarket data. Of the 36 investments it made in 2023, only one was an outright acquisition: the purchase of OmniML for undisclosed terms last June. The rest involved startup funding. For a deeper understanding of NVIDIA's investment strategies, check out the full Dealspeak North America piece from reporters Mark Andress, Troy Hooper, and Izaz Ansari: https://lnkd.in/enHD2-qU

Germany's Black Semiconductor has secured $273m to further the development of their graphene-based chip connectivity technology 💰 Marking one of the largest funding rounds for an EU #semicon start-up to date, the investment will go towards further R&D, as well as a pilot production facility in Aachen, where they were founded 🏠 If all goes to plan, the start-up are expecting to product its first commercial, demand-ready products by 2031 🙌 Another fantastic success story from a business utilising #photonics and #nanoelectronics 🤝 More info via TechCrunch below 👇 #semicon #photonics #funding #startups

NVIDIA is CORMCO's Top Holding since IPO (1999). Patient capital in action. Nvidia is our top holding since its IPO in 1999 (up 338,850%). From IPO to most valuable company in the world (3.34 trillion USD market cap). 25 years in the makin #cormco #patientcapital #superiorreturns CORMCO ® is a private investment company focused on public and private companies in the global tech, biotech, and real estate industries. Founded in 1998, CORMCO was an early investor in top companies, such as Broadcom and Nvidia, and continues to be a proactive investor in more recent, both public and private, tech companies in the AI, big data, cloud computing, IoT, machine learning, SaaS, and software industries. CORMCO is also an active biotech investor in the biopharma, genetics, life science, medical device, and therapeutics industries. Finally, CORMCO makes and holds real estate investments in order to generate passive rental income, produce capital appreciation, and mitigate its overall portfolio volatility. From 1998 to 2024, CORMCO’s net asset value increased by 203,000% to reach $1.23 billion (June 2024) and CORMCO's investments generated a 37% annualized return. Through its strategic funding partnerships, CORMCO has access to over $10 billion in capital. From its inception in 1998 throughout the present day, CORMCO is backed by some of the most respected and influential investors, UHNW individuals, and institutions.

If you had invested $1000 in #Nvidia exactly two years ago, you would now have $8300 in your account, giving you a 730% return on investment 💰 – not bad! After digging into its core business, I found many choices they made in the past to become what they are today. However, it is new to me how Nvidia develops an AI ecosystem: ➡️ 𝐒𝐭𝐚𝐫𝐭𝐮𝐩𝐬: The Inception Program helps thousands of startups by providing them with expertise, special pricing for hardware and software products, and even cloud access credits. ➡️ 𝐕𝐂𝐬: The same Inception Program connects venture capital investors with startups raising funds, facilitating networking and customer engagement. ➡️ 𝐎𝐰𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬: Being the leading investor in AI, Nvidia dedicates millions through its internal corporate investments (strategic partnerships like those with #Cohere and #Databricks) and via its #NVentures arm, selecting the most promising companies for a potential return. It is amazing how they create a full ecosystem, which generates demand for Nvidia products from a long-term perspective and propels their business to new heights🎢 Speaking about Europe, I’m curious how the drama with French regulators trying to bring charges against Nvidia for anti-competitive behavior is going to end. With many businesses critically dependent on Nvidia technology, it is pretty clear who has more leverage and more to lose in this situation. 👉 Link to the article here: https://lnkd.in/dhntS6s2 #technology #stratups #investments #vc #business

Congratulations to SEMRON, an Intel Ignite Europe Batch #6 startup, on raising €7.3m in seed funding! Led by JOIN CAPITAL and supported by SquareOne Venture Capital, OTB Ventures, and Onsight Ventures, this funding positions Semron for semiconductor innovation at a time when Moore’s Law is slowing down. The startup is developing 3D-scaled chips to run very large AI models locally on smartphones, earbuds, VR headsets and other mobile devices. With this fresh capital infusion, Semron plans to intensify hardware and compiler development, quadruple its team by the end of the year, and focus on internationalization. Kai-Uwe Demasius and Aron Kirschen - what an amazing achievement! We can’t wait to see what’s next 🚀 Markus Bohl, Kate Hach, Martha Ivanovas, Alois Eder #IntelIgnite #IamIntel #DeepTech #AI #Funding

🌐💡 NVIDIA's Strategic Investment Approach: Fueling Innovation Across Industries NVIDIA is shaping the future with a dynamic investment strategy, empowering startups and driving tech advancements. 💼🚀 At the heart of NVIDIA's strategy are three pillars: corporate investments, NVentures, and NVIDIA Inception. 📈✨ Corporate Investments: Focusing on strategic collaborations, these investments enhance the NVIDIA platform and broaden the ecosystem, fostering mutually beneficial partnerships. 🤝🌍 NVentures: With 19 investments across various sectors, NVentures aims for strong financial returns and ecosystem expansion, funding companies utilizing NVIDIA's platforms. 💰🔍 NVIDIA Inception Program: Since 2016, this global initiative has supported over 17,000 startups in more than 125 countries, offering crucial technology and marketing aid. 🌟🌏 NVIDIA also collaborates with VCs through its VC Alliance program, creating connections between startups and potential investors. 🤖💼 This multi-pronged investment approach is all about backing companies that rely on NVIDIA technologies, providing them with resources, support, and capital to accelerate innovation in various fields. 🛠️💪 #NVIDIAInvestments #StartupSupport #InnovationEcosystem #NVentures #TechLeadership