This makes sense on a number of fronts. 1. If you have capital to invest, you could do worse than AI startups at the moment. 2. Nvidia's long-term threat is n

This makes sense on a number of fronts. 1. If you have capital to invest, you could do worse than AI startups at the moment. 2. Nvidia's long-term threat is not just direct competitors (AMD, Intel), but the big cloud-players going to in-house chips. Supporting the next wave of your customers makes sense. 3. Using Nvidia is the path of least resistance right now. If you only invest in startups using your products (and you are an active investor), you give startups another reason to avoid taking a risk on the alternative. edit: typo