Zhi Tong Cai Jing·2025-10-21 03:00Core Insights - Google Cloud has officially launched its Google Cloud G4 VMs, powered by NVIDIA's RTX PRO 6000 Blackwell GPUs, aimed at enhancing AI applications in industrial and enterprise settings [1][2][3] - The G4 VMs offer up to 9 times the throughput compared to the previous G2 platform, significantly improving performance for various AI workloads [2][4] - The collaboration between Google and NVIDIA establishes a comprehensive cloud platform that supports both AI training and physical AI workloads, catering to a broader range of enterprise needs [4][5] Product Features - The G4 VMs utilize NVIDIA's RTX PRO 6000 Blackwell GPUs, which combine advanced Tensor Cores and RT Cores for enhanced AI performance and real-time rendering capabilities [3][6] - The integration of Google Kubernetes Engine and Vertex AI simplifies the deployment of containerized applications and machine learning operations [3][4] - The G4 VMs are designed to support a wide range of workloads, including multimodal AI inference, digital twins, and complex visual computing [5][6] Market Impact - The introduction of G4 VMs is expected to drive significant growth for both Google and NVIDIA, as it addresses the increasing demand for AI capabilities in various industries [7][8] - NVIDIA's stock is projected to continue rising, with analysts predicting a potential market capitalization exceeding $5 trillion within a year [7][8] - The AI infrastructure investment wave is anticipated to reach between $2 trillion to $3 trillion, driven by the demand for AI computing resources [9]