Nvidia(US:NVDA) Shang Hai Zheng Quan Bao·2025-10-29 20:53Group 1 - Nvidia's CEO Jensen Huang predicts that the company's business scale will reach $500 billion in the next six quarters, with the shipment of 20 million Blackwell and Rubin GPUs [2] - Nvidia's stock price surged, becoming the first company to surpass a market capitalization of $5 trillion [2] - The company is transitioning from a chip manufacturer to a full-stack AI infrastructure provider, collaborating with major companies to create a comprehensive AI computing ecosystem [3] Group 2 - Nvidia announced a partnership with Oracle to build the largest AI supercomputer for the U.S. Department of Energy, equipped with 100,000 Blackwell GPUs [3] - A new AI supercomputer powered by over 1,000 Blackwell Ultra GPUs will be developed in collaboration with Eli Lilly for drug discovery [4] - Nvidia is investing $1 billion in Nokia to advance AI-native 6G network platforms [4] Group 3 - Several A-share listed companies are well-positioned to benefit from the intensifying AI computing race and the ongoing expansion of global AI infrastructure [6] - Industrial Fulian reported a 65% year-on-year increase in cloud computing revenue for the first three quarters, driven by strong demand for AI cabinet products [6][7] - The company anticipates that its GB300 AI server will become a key profit driver in 2024 [7] Group 4 - Companies like Zhongji Xuchuang and Xinyi Sheng are developing high-performance optical modules and solutions for AI clusters and cloud data centers [8][9] - Shenghong Technology has become a core partner for many leading tech firms, with capabilities in high-layer PCB manufacturing [8] - In the cooling and power supply sector, companies like Yingweike are providing comprehensive liquid cooling solutions for major data centers [8]