注意！盘面出现了一些新变化

Group 1: Core Insights - Nvidia's CEO Jensen Huang emphasized the company's strategic ambitions in AI and accelerated computing, dismissing the "AI bubble theory" during his keynote at the GTC conference [1] - The unveiling of the next-generation Rubin GPU architecture marks Nvidia's transformation from a chip manufacturer to a full-stack AI infrastructure provider, with collaborations in 6G, quantum computing, autonomous driving, and biopharmaceuticals [1][2] - Nvidia plans to ship 20 million Blackwell GPUs, significantly exceeding the previous generation's total of 4 million, indicating strong market demand for high-end AI computing power [1][2] Group 2: Partnerships and Collaborations - Nvidia is rapidly expanding its partnerships across various sectors, including telecommunications, supercomputing, autonomous driving, and enterprise applications [2] - Strategic collaboration with Nokia aims to advance an AI-native 6G network platform [2] - Nvidia's NVQLink technology connects quantum processors with GPU supercomputing, supported by 17 quantum computing companies [2] Group 3: Market Impact and Projections - High expectations for Nvidia's data center business, with projections of $500 billion in cumulative revenue from 2025 to 2026, significantly above previous market forecasts [2] - The stock market showed a positive response, with major indices in A-shares rising, indicating a potential bullish sentiment influenced by Nvidia's developments [3][4] - The communication equipment sector saw a notable increase, driven by Nvidia's positive news, reflecting the sector's role as a leader in AI hardware [6][7]