【Collaboration】
AUR: Aurora Innovation is a leader in the field of self-driving technology. It collaborates with NVIDIA to deploy autonomous trucks, integrating NVIDIA's Drive Thor and DriveOS into the Aurora Driver autonomous driving system.
TM: Toyota Motor. Its next-generation self-driving vehicles will be equipped with NVIDIA's in-vehicle supercomputer system Drive AGX Orin and the DriveOS autonomous driving platform operating system.
Other self-driving cars: most global automakers have partnerships (including: TuSimple/Xiaomi/BYD/Li Auto)
ARBE: Arbe Robotics is a 4D imaging radar solutions provider. Arbe's high-resolution radar is being integrated into NVIDIA's DRIVE AGX automotive computing platform.
CRNC: Cerence is a car AI voice technology company. It collaborates with NVIDIA to enhance the language model performance of its automotive systems.
MU: Micron provides memory for NVIDIA's new GeForce RTX 50 series Blackwell architecture GPUs.
INVZ: High-performance solid-state LiDAR sensor and perception software manufacturer. Adopting NVIDIA's Drive AGX Orin perception software.
[Investment/Hold Positions]
RXRX: Technology-driven biopharmaceutical company, using AI and machine learning to identify new treatment targets for unmet clinical needs diseases, accelerate drug discovery, and reduce drug development...