Group 1 - Nvidia's market capitalization briefly surpassed $4 trillion on July 9, making it the first company to reach this milestone globally, driven by its leadership in advanced AI semiconductors [1][2] - On the same day, Nvidia's stock price rose approximately 3% to around $164, but closed at over $162, resulting in a market cap below $4 trillion by the end of trading [2] - Nvidia's market cap has seen rapid growth, surpassing $1 trillion in May 2023, $2 trillion in February 2024, and $3 trillion in June 2024, marking it as the fastest company to reach a $4 trillion valuation in about 30 years since its founding in 1993 [2] Group 2 - The emergence of Chinese AI startup DeepSeek has raised concerns for Nvidia, as it developed high-performance AI models at lower costs, leading to fears of reduced semiconductor demand [2][3] - Despite regulatory challenges in China, Nvidia continues to benefit from increasing demand in the US and emerging markets, with projections indicating that global data center investments will exceed $1 trillion annually by 2028 [3] - Competition in the AI semiconductor market is intensifying, with companies like AMD offering lower-priced alternatives, and major clients like Google and Amazon seeking to reduce reliance on Nvidia by developing their own semiconductors [3] Group 3 - Microsoft, which leads in providing AI through cloud services, has a market cap of $3.7 trillion and is approaching Nvidia, while Apple is lagging due to slow progress in generative AI development [5]
英伟达成为首个市值突破4万亿美元的企业