我觉得这只股票确实暗示了 Jensen Huang 可能看到 AI 在药物发现领域的下一个前沿,即 Generate Biomedicine,股票代码 GENB,Nvidia 最近买入了约 1400 万美元的股票。
Uh, this stock really, I feel hints at where Jensen Huang might be seeing the next frontier of AI in drug discovery with Generate Biomedicine, ticker symbol GENB, GenB, which Nvidia just recently picked up around $14 million worth.
然而,这仍然只占其投资组合的约 0.02%。这就是他们的规模。但是,你知道,与 Nvidia 在半导体上花费的数十亿美元相比,这里的 1400 万美元听起来可能像是零花钱,但直接投资于临床阶段的生物技术公司实际上是一个值得关注的重大信号。
Yet, that's still only about uh, 0.02% of their portfolio. That's how big they are. But, you know, compared to the billions that they spend on that Nvidia spends on semiconductors, uh, $14 million here might sound like pocket change for Nvidia, but investing directly into a clinical stage biotech is actually a pretty big signal to track.