Nvidia(US:NVDA) Ge Long Hui·2025-10-29 00:50Core Viewpoint - Nvidia's stock price rose by 4.98% to $201.03, with a total market capitalization of $4.89 trillion, driven by new partnership agreements and positive reactions to CEO Jensen Huang's speech at the Washington GTC conference [1] Group 1: Partnerships and Collaborations - Nvidia has partnered with Eli Lilly to build a powerful supercomputer in the pharmaceutical sector aimed at accelerating new drug development [1] - The company will invest $1 billion in Nokia to enhance artificial intelligence collaboration, resulting in Nvidia holding a 2.9% stake in the telecom company post-transaction [1] Group 2: Technological Advancements - Huang announced the new NVQLink interconnect system, designed to efficiently connect quantum processors with AI supercomputers, referring to it as the "Rosetta Stone" for linking quantum and classical supercomputers [1] - Nvidia will collaborate with the U.S. Department of Energy to construct seven new AI supercomputers [1] Group 3: Financial Outlook - Huang dismissed concerns regarding an AI bubble, stating that the company's latest chips are projected to generate $500 billion in revenue over the next five quarters [1]