Nvidia(US:NVDA) Sou Hu Cai Jing·2025-10-30 05:59Core Insights - Nvidia's stock price has surged over 1300% since the end of 2022, with analysts optimistic about its future prospects [1][4] - The company's market capitalization has reached a historic milestone of over $5 trillion, making it the first publicly traded company to achieve this [1][4] - Nvidia's CEO, Jensen Huang, refuted claims of an AI bubble, asserting that the demand for AI models justifies the investment in expensive computing infrastructure [2][8] Market Performance - Nvidia's stock opened with a 3.4% increase on October 29, 2023, and closed up 2.99%, with a market cap of $5.09 trillion [1] - The company’s market cap increased from $4 trillion to $5 trillion in just 113 days, compared to 410 days for the previous $1 trillion increase [1] - The stock has rebounded over 135% from its April low, with a year-to-date increase of 54% [3][4] Analyst Ratings - Over 90% of the 80 analysts tracked by Bloomberg rated Nvidia's stock as "buy" or equivalent, with an average target price of $225.48, indicating a potential upside of about 7% [3][4] - The stock's expected price-to-earnings ratio is currently below 34, lower than its five-year historical average of approximately 39 [4] Strategic Partnerships and Innovations - Nvidia has announced significant collaborations, including a $1 billion investment in Nokia, becoming its largest shareholder, and plans to develop a 6G telecom computing platform [6][7] - The company is also working on integrating quantum computing with AI through its NVQLink technology, which has garnered support from 17 quantum computing firms [7][8] - Nvidia's partnerships with Uber and Stellantis aim to deploy 100,000 Robotaxi vehicles based on Nvidia technology starting in 2027 [7] Future Outlook - Nvidia anticipates securing $500 billion in AI chip orders, significantly exceeding Wall Street's expectations [4] - The company is set to build seven new supercomputers for the U.S. Department of Energy, further solidifying its position in the AI infrastructure market [4][6] - Huang emphasized that the latest generation of Nvidia chips is expected to generate up to $500 billion in revenue over the coming quarters [8]