Mei Ri Jing Ji Xin Wen·2025-06-04 02:36Group 1 - The core viewpoint highlights the strong performance of the AI sector, particularly driven by Nvidia's financial results and the growth of AI infrastructure service providers like CoreWeave [1] - Nvidia reported a revenue of $44.1 billion for Q1 of fiscal year 2026, marking a 12% increase from the previous quarter and a 69% increase year-over-year, with data center revenue growing by 73% [1] - The Blackwell chip contributed 70% of the data center revenue, and the demand for AI computing power is rapidly increasing, as indicated by a tenfold surge in AI inference token generation within a year [1] Group 2 - CoreWeave has seen a continuous rise in its stock price since its listing, particularly accelerating in May, and maintains a close relationship with Nvidia, holding a 3.86% stake [1] - CoreWeave is the first public cloud service provider to offer services based on NVIDIA's GB200 NVL72 instances and is among the first to deploy NVIDIA's high-performance infrastructure [1] - The company operates 32 data centers with over 250,000 NVIDIA GPUs and has more than 260 MW of power support, indicating a robust infrastructure to meet the growing demand for AI computing [1] Group 3 - The AI application policies in China are expected to enhance significantly, with innovations like DeepSeek leading to breakthroughs in AI technology, suggesting a golden development period for "Artificial Intelligence +" by 2025 [2] - The China-based AI ETF, Guotai (159388), tracks the AI index and is noted for its high volatility, with daily fluctuations potentially reaching 20%, making it a point of interest for investors [2]