Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2025-10-29 14:24Core Viewpoint - Nvidia has achieved a market capitalization of $5.1 trillion, becoming the first publicly traded company to surpass this milestone, reflecting significant growth in its stock price and overall market value [1][2]. Group 1: Market Performance - As of the latest report, major US stock indices opened higher, with the Dow Jones up 0.44%, Nasdaq up 0.62%, and S&P 500 up 0.31% [1]. - Nvidia's stock price increased by over 4% in a single day, contributing approximately $250 billion to its market capitalization [1]. - The company's market value increased from $4 trillion to $5 trillion in just 113 days, a significant acceleration compared to the 410 days it took to rise from $3 trillion to $4 trillion [1]. Group 2: Future Growth and Innovations - Nvidia's CEO Jensen Huang announced ambitious plans at the GTC Washington conference, including expectations for sales of the new Rubin and Blackwell chips to exceed $500 billion [2][3]. - The company is investing in 6G technology and has partnered with Nokia and telecom companies to develop AI-RAN [2]. - Nvidia introduced NVQLink, a new interconnect technology that combines GPU computing with quantum processors, aiming to build accelerated quantum supercomputers [3]. - The company is also collaborating with Uber on autonomous driving and advancing AI factory and robotics technologies [3]. Group 3: Strategic Vision - Huang emphasized the importance of ecosystem collaboration and reflected on Nvidia's 30-year history of technological innovation, including the invention of GPU and CUDA programming models [3]. - The CUDA ecosystem has developed over 350 specialized libraries, supporting advancements in various critical fields such as optical computing, numerical optimization, and quantum computing [3]. - Huang dismissed concerns about a potential bubble in the AI market, asserting that the latest generation of chips could generate up to $500 billion in revenue over the coming quarters [3].