英伟达盘前涨超3%，史上首家5万亿美元市值公司或将诞生

Group 1: Core Business Developments - NVIDIA's CEO Jensen Huang announced that the expected sales for the Blackwell and Rubin chips will exceed $500 billion, with an order volume of approximately 20 million GPUs [2][4] - The next-generation Vera Rubin chip, with a computing power of 100 Petaflops, is set to be mass-produced next year, while the Blackwell architecture continues to see strong market demand [5][6] - NVIDIA's data center business achieved $41.1 billion in revenue in the second quarter, a 56% year-over-year increase, accounting for 88% of total revenue [6] Group 2: Strategic Partnerships and Investments - NVIDIA announced a $1 billion investment in Nokia to accelerate the development of 6G and AI network infrastructure, which led to a nearly 23% increase in Nokia's stock price [8] - The company is collaborating with Oracle and the U.S. Department of Energy to build AI supercomputers for scientific discovery, with significant GPU deployments planned [7][11] - NVIDIA's partnerships with Intel and OpenAI aim to enhance AI infrastructure, with investments potentially reaching $100 billion for OpenAI's next-generation AI systems [11] Group 3: Innovations in AI and Quantum Computing - NVIDIA introduced NVQLink, a new interconnect technology that combines GPU computing with quantum processors to accelerate quantum supercomputing [2] - The company is focusing on "Physical AI" applications, collaborating with Uber to develop a large-scale Level 4 autonomous driving network, with plans to expand to 100,000 vehicles by 2027 [12][14] - NVIDIA's new products, such as the BlueField-4 data processor and IGX Thor platform, are designed to support AI-driven manufacturing and real-time AI performance in industrial applications [15][16]