Nvidia(US:NVDA) Jing Ji Ri Bao·2025-05-21 23:27Group 1 - The core viewpoint is that the AI infrastructure and factory market is in its early stages and is expected to grow from several hundred billion to over 10 trillion USD in the next decade [1] - NVIDIA's CEO Jensen Huang emphasizes the importance of advanced packaging for AI development, stating that current options are limited to CoWoS due to the stagnation of Moore's Law [1] - Huang highlights that NVIDIA is committed to driving the development of advanced packaging technologies, using their own larger chips as an example of how they utilize CoWoS for integration [1] Group 2 - NVIDIA's product planning involves annual upgrades, where improving equipment efficiency can significantly increase data center revenues while reducing costs [2] - The company advises clients to adopt a gradual purchasing strategy to avoid over-investment in outdated technology, ensuring continuous cost reduction [2] - Huang mentions the need for greater manufacturing resilience and diversification globally, with some production remaining in the U.S. while maintaining national security [2]