Nvidia(US:NVDA) 3 6 Ke·2025-09-28 07:37Group 1 - The core viewpoint of the article emphasizes the exponential growth of AI computing demand, driven by advancements in inference capabilities and the transition from traditional computing to AI-accelerated computing [2][4][6] - NVIDIA's strategic focus is on becoming an AI infrastructure partner rather than just a chip manufacturer, leveraging extreme co-design to create competitive advantages across the entire technology stack [3][8][39] - The AI infrastructure is viewed as a new industrial revolution, with a current market size of approximately $400 billion expected to grow at least tenfold in the future [6][22][23] Group 2 - OpenAI is projected to become the next trillion-dollar company, with NVIDIA's investment seen as a strategic move to support its growth and infrastructure development [5][14][15] - Wall Street analysts are perceived to underestimate NVIDIA's growth potential, with the company asserting that the demand for AI infrastructure will continue to rise significantly [7][18][30] - NVIDIA's extreme co-design approach is crucial for overcoming the limitations of traditional chip performance improvements, focusing on optimizing algorithms, systems, and software simultaneously [8][37][39] Group 3 - The article highlights the dual exponential growth effects in AI: the increasing number of users and the rising computational demands per use, leading to a projected 1 billion times increase in inference demand [4][11][30] - The transition from general-purpose computing to AI-accelerated computing is expected to reshape the existing multi-trillion-dollar computing infrastructure globally [6][20][21] - NVIDIA's competitive advantage is reinforced by its ability to innovate across the entire technology stack, ensuring optimal performance and efficiency for its clients [3][8][39]