英伟达(NVDA.US)股价触及历史新高 CEO黄仁勋驳斥AI泡沫担忧

Core Insights - NVIDIA's CEO Jensen Huang announced the construction of seven new supercomputers for the U.S. Department of Energy, with a backlog of $500 billion in orders for Blackwell and Rubin series chips over the next five quarters [1][2] - Huang addressed concerns about an "AI bubble," stating that the AI industry has reached a turning point where customers are willing to pay real cash for models, indicating a positive feedback loop in the commercial returns of expensive computing infrastructure [1] - The conference showcased collaborations with companies like Uber, Palantir, and CrowdStrike, marking a shift from research validation to large-scale commercial deployment of AI [1] Company Developments - The supercomputers will be partially used for nuclear arsenal maintenance and nuclear fusion energy research, with the largest project involving Oracle and utilizing 100,000 Blackwell chips [2] - NVIDIA's stock rose nearly 5% on the announcement, surpassing $200 for the first time and reaching an intraday high of $203.15 [2] - The company announced a $1 billion investment in Nokia for a 2.9% stake, launching the Arc product line to enhance AI efficiency in 6G base stations [2] Market Positioning - Analysts noted that NVIDIA is extending its influence beyond data centers into new markets, although the scale is still smaller compared to major cloud providers like Microsoft, Amazon, Google, and Meta [2]