The AI chips of Nvidia (NVDA) have laid the foundations for a massive wave of venture capital investments in AI startups.
From the first quarter of 2023 – after the launch of Chatgpt in November 2022 – until this year’s first quarter, the venture capital invested 306.5 billion dollars in the world startups of AI and automatic learning and private companies, with 230 billion dollars of this value to American companies, according to Pitchbook data.
And during this period, AI and automatic learning companies represented approximately 48% of the total venture capital investments in the United States.
“Chatgpt rupture has shown that large -language models could turn into real products, which has aroused a strong increase in investors’ appetite,” the Pitchbook AI analyst in Yahoo Finance told Yahoo Finance. “Nvidia played a central role by providing the backbone of the calculation.”
In the first quarter of only 2025, Zabelin explained, global VC investments in artificial intelligence and automatic learning totaled $ 76.5 billion and represented more than 70% of the value of all venture capital agreements during the period. Some $ 66 billion in these investments were in US IA companies.
Artificial intelligence has existed for decades and AI researchers have started Experience the use of NVIDIA GPUs In the early 2000s, to supply technology, noting that it was more effective than “traditional” computer flea called CPU (central processing units). Then in 2011 And 2012The IA models of the AI fueled by GPUs compatible NVIDIA began to draw generalized attention from the academic community and the Silicon Valley, in particular Sam AltmanIncluding the startup Openai launched the chatbpt chatgpt in 2022 which brought the dominant AI.
NVIDIA shares have climbed more than 670% since the beginnings of Chatgpt, compared to the more modest gain of 42% of the S&P 500.
“While GPU’s demand increased, he strengthened the opinion that AI represents a sustainable investment cycle,” said Zabelin. According to Bloomberg Estimations, Microsoft and Meta spend about 47% and 25% of their capital expenses on the chips of Nvidia, respectively, on an annualized basis.
“This in turn triggered a steering wheel of product adjustment, infrastructure construction and acceleration of capital flows,” added Zabelin. Since the first quarter of 2024, more than 20,000 artificial intelligence transactions have concluded on private markets, totaling $ 330 billion.
At Close: May 23 at 4:00 p.m.
NVIDIA should publish quarterly results on May 28.
Wall Street analysts expect Nvidia to declare the outbreak of profits and revenues for its first quarter of the 2026 financial year (the April quarter), although they expect its growth to die.
