英伟达市值逼近5万亿美元，黄仁勋称AI产业进入“良性循环”

Core Insights - The AI industry is entering a "virtuous cycle," with expectations of generating approximately $500 billion in revenue over the next five quarters, driven by advancements in AI technology and increased customer willingness to pay for models [5]. Group 1: Company Developments - NVIDIA's stock surged by nearly 6% during trading on October 28, closing up 4.9%, reaching a market capitalization of $4.89 trillion, marking a historical high [1]. - The GTC conference in Washington D.C. served as a catalyst for NVIDIA's stock performance, where CEO Jensen Huang announced significant technological innovations and industry collaborations across AI, quantum computing, autonomous driving, and communications [1][6]. - NVIDIA has partnered with Eli Lilly to build a powerful supercomputer for drug discovery, emphasizing AI's role in pharmaceutical innovation [2]. - A strategic agreement with Nokia was established to develop a 6G AI platform, with NVIDIA investing $1 billion for a 2.9% stake, while collaborating with T-Mobile to advance AI-RAN technology [2]. - The launch of the Hyperion 10 autonomous driving platform and a partnership with Uber to create a Robotaxis network were also highlighted, indicating potential for substantial commercial outcomes [2]. Group 2: Technological Innovations - The NVQLink interconnect system was introduced, enabling high-speed communication between quantum processors and AI supercomputers, which is crucial for the commercialization of quantum computing [3]. - NVIDIA plans to collaborate with the U.S. Department of Energy to build seven next-generation AI supercomputers at national laboratories, with significant GPU resources allocated for these systems [3]. - An AI Factory research center will be deployed in Virginia, serving as a key node for NVIDIA's Omniverse DSX multi-generational AI architecture, providing computational power and development support [4]. Group 3: Market Position and Future Outlook - Huang emphasized that AI is driving re-industrialization across various sectors, positioning computational power as a new factor of production [6]. - The GTC conference underscored NVIDIA's central role in the AI ecosystem, spanning GPU hardware, computing platforms, software, and network architecture, creating a closed loop across the AI industry chain [6]. - The company's expansion into quantum computing, communication networks, and autonomous driving is expected to further broaden its market boundaries, reinforcing its leading position in high-performance computing as global tech companies increase AI investments [6].