“常驻”2025年新闻头条！盘点英伟达(NVDA.US)年度15大关键事件

Core Viewpoint - Nvidia is expected to have a significant impact on Wall Street and the AI industry by 2025, with revenue soaring to $187.1 billion and a market cap fluctuating around $4 trillion, briefly surpassing $5 trillion [1] Group 1: Key Events and Developments - January 6: Nvidia kicked off CES 2025 with product launches, including new AI chips and gaming graphics cards, setting the tone for its development in 2025 [2] - January 27: The release of DeepSeek's R-1 model caused Nvidia's market value to drop by nearly $600 billion in a single day, but concerns about the need for high-performance chips were later alleviated [3] - March 18: At the GTC conference, Nvidia unveiled the Blackwell Ultra chip and GB300 super chip, designed for the "AI inference era" [4] - April 2: Following Trump's announcement of tariffs, Nvidia's stock fell from $110 to $94.31, recovering only weeks later [5] - April 15: New restrictions on the H20 chip for China led to a $4.5 billion impairment charge for Nvidia [6] - July 9: Nvidia became the first company to surpass a $4 trillion market cap, driven by its dominance in the AI chip market [7][8] - July 14: Nvidia received assurances from the Trump administration to resume H20 chip sales to China [9] - August 11: A new regulation required Nvidia to pay 15% of its sales to China, but investors remained optimistic about retaining 85% of revenue [10] - September 22: Nvidia announced a $100 billion investment in OpenAI to support the development of data centers for GPT models, raising concerns about potential AI spending bubbles [11] - October 17: Nvidia celebrated the completion of its first Blackwell chip manufactured in the U.S. [12] - October 29: Nvidia's market cap reached $5 trillion, with new partnerships announced at the GTC conference in Washington, D.C. [13] - October 30: CEO Jensen Huang gained significant media attention for dining with executives from Samsung and Hyundai [14] - November 19: Nvidia was approved to export computing power equivalent to over 60,000 Blackwell chips to Saudi Arabia and the UAE [15] - November 25: Concerns arose regarding competition from clients like Microsoft and Amazon developing their own AI chips, prompting Nvidia to emphasize its GPU superiority [16] - December 9: After a year of negotiations, Trump approved Nvidia's sale of the H200 chip to China, although future risks remain [17]