Nvidia(US:NVDA) Shang Hai Zheng Quan Bao·2025-10-30 01:04Group 1 - Nvidia's CEO Jensen Huang predicts that the company's business scale will reach $500 billion over the next six quarters, with the shipment of 20 million Blackwell and Rubin GPUs [1] - Nvidia's stock price surged, becoming the first company to surpass a market capitalization of $5 trillion [1] - Nvidia is transitioning from a chip manufacturer to a full-stack AI infrastructure provider, collaborating with major companies to create a comprehensive AI computing ecosystem [2] 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 [2] - A collaboration with Palantir aims to integrate Nvidia's GPU acceleration and data processing capabilities into Palantir's AI platform [2] - Nvidia is also partnering with Eli Lilly to build a supercomputer powered by over 1,000 Blackwell Ultra GPUs for AI-driven drug discovery [3] Group 3 - Nvidia is investing $1 billion in Nokia to advance AI-native 6G network platforms [3] - The company introduced NVQLink technology to connect quantum processors with GPU supercomputers, gaining support from 17 quantum computing firms [3] - Several A-share listed companies are well-positioned to benefit from the intensifying AI computing race and the expansion of global AI infrastructure [4] Group 4 - 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 [4] - The company expects its AI server business to remain optimistic, with significant growth anticipated from the GB300 model [5] - Zhongji Xuchuang provides high-speed optical modules for cloud data centers, with a focus on 1.6T products [6] Group 5 - New Yisheng is developing high-performance optical modules for AI clusters and cloud data centers, with a complete series of 1.6T products already developed [6] - Shenghong Technology specializes in various circuit boards, becoming a core partner for many leading tech companies [6] - In cooling and power supply, Yingweike offers comprehensive liquid cooling solutions for major data centers [7]