Nvidia, a global powerhouse with a market capitalization of $3.3 trillion, is making waves in the artificial intelligence space. Its graphics processing units (GPUs) for the data center have become the gold standard, driving remarkable growth. CEO Jensen Huang has been actively spreading Nvidia's good fortune by investing in a portfolio of other AI companies.

Unlock the Potential of AI with Nvidia's Investments

Applied Digital Corp: Building Data Centers for Customers

Nvidia's investment in Applied Digital Corp showcases its commitment to providing essential infrastructure. This company specializes in building data centers for clients, ensuring a solid foundation for AI operations. With its expertise, it helps streamline data management and processing, laying the groundwork for advanced AI applications. The data centers play a crucial role in enabling seamless access to vast amounts of data, which is essential for training and running AI models. This investment not only benefits Nvidia but also contributes to the overall growth of the AI ecosystem by facilitating efficient data handling.

Applied Digital Corp's work in data center construction is a key part of Nvidia's strategy to support the burgeoning AI industry. It provides a reliable and scalable platform for AI companies to operate, enhancing their capabilities and driving innovation. By partnering with Applied Digital Corp, Nvidia is strengthening its position in the market and paving the way for future advancements in AI.

The data centers built by Applied Digital Corp act as the backbone of the AI infrastructure, enabling seamless data flow and processing. This allows AI companies to focus on developing and improving their models without being hindered by infrastructure limitations. It is a strategic move that demonstrates Nvidia's understanding of the importance of a robust data infrastructure in the AI era.

Arm Holdings: Advancing Semiconductor Design

Arm Holdings plays a vital role in Nvidia's AI investment strategy. This company helps semiconductor companies design advanced computing chips, which are the building blocks of AI systems. With its innovative designs, Arm enables Nvidia to enhance the performance and efficiency of its AI hardware. The collaboration between Nvidia and Arm Holdings is driving the development of more powerful and energy-efficient AI chips, which are crucial for meeting the growing demands of the AI industry.

Arm Holdings' expertise in semiconductor design allows Nvidia to access cutting-edge technologies and integrate them into its products. This leads to significant improvements in AI processing capabilities, enabling faster training and inference times. The partnership between the two companies is a prime example of how collaboration can drive innovation in the highly competitive AI market.

By investing in Arm Holdings, Nvidia is securing a reliable source of advanced semiconductor designs. This gives it a competitive edge in the market and allows it to offer more advanced AI solutions to its customers. The collaboration between the two giants is shaping the future of AI hardware and paving the way for more intelligent and efficient systems.

Nano-X Imaging: Improving Medical Imaging Efficiency

Nvidia's investment in Nano-X Imaging highlights its focus on improving various industries through AI. Nano-X Imaging develops AI software to enhance the efficiency of medical imaging, which has the potential to revolutionize healthcare. The AI software developed by Nano-X Imaging enables more accurate and faster medical imaging, leading to better diagnoses and treatment plans. This investment aligns with Nvidia's goal of using AI to make a positive impact on different sectors.

Nano-X Imaging's AI software is a game-changer in the medical field. It helps healthcare professionals obtain clearer and more detailed images, reducing the need for multiple scans and improving patient care. By integrating AI into medical imaging, Nvidia is contributing to the advancement of healthcare and improving the lives of patients.

The collaboration between Nvidia and Nano-X Imaging brings together the power of AI and medical imaging. This combination has the potential to transform the way medical diagnoses are made and improve the overall efficiency of healthcare systems. It is an exciting development that showcases Nvidia's commitment to using AI to solve real-world problems.

Recursion Pharmaceuticals: Transforming Drug Discovery

Recursion Pharmaceuticals is another key player in Nvidia's AI investment portfolio. This company is using AI to transform the drug discovery process, which has the potential to bring significant benefits to the healthcare industry. By leveraging AI algorithms, Recursion Pharmaceuticals can accelerate the discovery of new drugs and improve the efficiency of the drug development process. Nvidia's investment in Recursion Pharmaceuticals supports the development of innovative AI-driven solutions in the healthcare sector.

AI is playing a crucial role in drug discovery, and Recursion Pharmaceuticals is at the forefront of this innovation. The company's use of AI algorithms allows it to analyze vast amounts of data and identify potential drug candidates more quickly and accurately. This has the potential to save time and resources in the drug development process and lead to the discovery of more effective treatments.

Nvidia's investment in Recursion Pharmaceuticals is a testament to its belief in the power of AI to drive innovation in different industries. By partnering with Recursion Pharmaceuticals, Nvidia is contributing to the development of new drugs and improving the healthcare landscape. It is an exciting area of research that holds great promise for the future.

Serve Robotics: Developing Autonomous Delivery Robots

Serve Robotics is at the forefront of autonomous delivery technology, and Nvidia's investment in this company reflects its interest in the future of logistics and delivery. Serve Robotics develops autonomous delivery robots that can navigate through various environments and deliver goods efficiently. This technology has the potential to revolutionize the way goods are delivered, reducing costs and improving delivery times. Nvidia's investment in Serve Robotics is part of its broader strategy to explore new applications of AI in different industries.

Serve Robotics' autonomous delivery robots are a game-changer in the logistics industry. They can operate independently, avoiding traffic and delivering goods directly to customers' doors. This not only improves the efficiency of the delivery process but also reduces the carbon footprint associated with traditional delivery methods. Nvidia's support for Serve Robotics is a significant step towards the future of autonomous delivery.

The collaboration between Nvidia and Serve Robotics is driving the development of advanced autonomous delivery technologies. By combining Nvidia's AI expertise with Serve Robotics' robotics capabilities, they are creating a more efficient and reliable delivery system. This has the potential to transform the logistics industry and bring significant benefits to businesses and consumers alike.

SoundHound AI: Leading in Conversational AI

SoundHound AI is a leader in conversational AI technologies, and Nvidia's investment in this company highlights its focus on voice-based interactions. SoundHound's software is widely used in the automotive, hospitality, and quick-service restaurant industries, enabling users to interact with AI-powered virtual agents. The acquisition of Amelia by SoundHound has further expanded its capabilities and opened up new markets.

SoundHound's conversational AI technology is transforming the way people interact with devices and services. In the automotive industry, it allows drivers to obtain information on the go, enhancing their driving experience. In the hospitality and restaurant sectors, it provides efficient customer service and order processing. Nvidia's investment in SoundHound AI is a strategic move to capitalize on the growing demand for voice-based AI solutions.

SoundHound's success in conversational AI is evident in its partnerships with major automotive giants like Mercedes-Benz and Stellantis. These partnerships demonstrate the trust and confidence placed in SoundHound's technology. By investing in SoundHound AI, Nvidia is positioning itself at the forefront of the voice-based AI revolution and driving innovation in the industry.

Every Monday to Friday from 6:00 to 7:00 PM ET, CNBC's Jim Cramer presents his insights on the stock market. In this article, he lists ten stocks he believes will thrive in December, sharing his reasoning based on past market patterns.

Uncover Jim Cramer's December Stock Picks for Potential Gains

Palantir: A Software Company with Strong Defense Business

Jim Cramer highly praises the management of Palantir. The company's third quarter performance was remarkable, with shares surging by 20%, making it one of the best quarters of the year. Additionally, Palantir's work for the Pentagon in the defense sector adds to its appeal. This software company is showing great potential and is likely to continue its upward trajectory.There is a sense of confidence in Palantir's future, as its innovative solutions and strategic partnerships are likely to drive its growth. The company's ability to adapt to different markets and industries gives it an edge in the highly competitive tech sector.

Axon: Poised for Success with GOP Trifecta in Washington

Axon mainly focuses on manufacturing equipment for law enforcement. With a likely GOP trifecta in Washington, there is an expectation that police will receive more funding, which bodes well for Axon. The company has also reported better-than-expected quarterly results and has introduced new software with artificial intelligence capabilities.This combination of factors positions Axon to be a key player in the law enforcement equipment market. Its products are essential for maintaining public safety, and the increased funding is likely to lead to higher demand for Axon's offerings.

Tesla: Elon Musk's Loyalty as a Key Factor

Tesla CEO Elon Musk is a close ally of President-elect Donald Trump. Cramer believes that Musk's loyalty will likely result in rewards for the company, particularly in its automated vehicle business. Tesla has been at the forefront of electric vehicle technology and is continuously innovating.The company's commitment to sustainable transportation and its leadership in the autonomous vehicle space make it an attractive investment. With Trump's support and Tesla's ongoing efforts, there is optimism about its future growth.

Texas Pacific Land: A Landowner in the Permian Basin

Texas Pacific Land is a new addition to the S&P 500 and owns a large amount of acreage in the Permian Basin. Under Trump's leadership, businesses related to oil are expected to perform well. However, Cramer warns that during the previous term, oil stocks actually underperformed after excessive drilling.Despite the potential risks, Texas Pacific Land's strategic location and large landholdings give it a unique position in the oil market. The company's ability to manage its resources and adapt to market changes will be crucial for its success.

Tapestry: A Rebounding Apparel Company

Tapestry is known for its luxury retail brands such as Coach, Kate Spade, and Stuart Weitzman. After the Federal Trade Commission blocked its acquisition of peer company Capri, Tapestry's stock has been on an upward trend. Wall Street's doubts about the merger have subsided, and Tapestry is now seen as a rebounding apparel company.The company's diverse portfolio of brands and its ability to adapt to changing consumer preferences give it a competitive edge. Tapestry's focus on quality and design has helped it regain market share and attract investors.

EPAM Systems: A Return to Enterprise Software Primacy

Cramer highlights EPAM Systems as a company that has made a comeback. It is part of the broader trend of enterprise software taking precedence over hardware. EPAM's expertise in software development and its ability to meet the evolving needs of businesses have positioned it for growth.The company's track record of delivering high-quality software solutions and its strong partnerships with leading enterprises make it a reliable investment. EPAM's focus on innovation and customer satisfaction is likely to drive its continued success.

Warner Bros Discovery: Improving Balance Sheet and Merger Potential

According to Cramer, Warner Bros Discovery's stock is becoming more valuable as the company improves its balance sheet. The company's assets are now worth more than its share price, indicating potential for growth. Additionally, a new presidential administration could be a "ratings bonanza" for CNN, which is part of the Warner Bros Discovery portfolio.If Trump loosens regulations, the company could benefit from a merger or other strategic initiatives. Warner Bros Discovery's diverse range of businesses and its ability to adapt to changing media landscapes make it a promising investment.

Vistra: Thriving in the Data Center Market

Vistra is set to succeed as data centers continue to consume large amounts of power, especially with the growing demand for clean energy. The company's focus on clean energy solutions and its strategic partnerships in the data center industry position it well for future growth.Vistra's ability to provide reliable and sustainable energy solutions is attracting the attention of investors. As the digital economy continues to expand, the demand for data centers and clean energy is expected to increase, benefiting Vistra.

McKesson: A Traditional Middleman in a Changing Healthcare Landscape

McKesson distributes medicine and healthcare services, acting as a traditional middleman between drug companies and drugstores. Cramer believes that the company may benefit from Trump's presidency, as it may have otherwise been on the radar of regulators in a Biden administration.McKesson's extensive network and expertise in the healthcare supply chain give it a competitive advantage. The company's ability to navigate the complex healthcare landscape and adapt to regulatory changes will be crucial for its continued success.

EQT: A Major Trump Stock in the Natural Gas Sector

EQT is a large natural gas company and a significant Trump stock. Cramer points out that the president-elect is expected to lift the pause on new LNG export projects that were put in place by Biden. This could lead to increased demand and growth for EQT.The natural gas sector is an important part of the energy market, and EQT's position as a major player gives it the potential to benefit from these developments. The company's focus on sustainable energy and its efficient operations make it an attractive investment.