Nvidia(US:NVDA) Xin Lang Cai Jing·2025-12-26 12:37Core Insights - Nvidia is identified as the most influential company on Wall Street and in the AI industry for 2025, with significant attention on CEO Jensen Huang's activities [1] - In 2025, Nvidia's revenue surged to $187.1 billion, and its market capitalization briefly exceeded $5 trillion before settling in the $4 trillion range [1] Key Events - January 6: Nvidia kicked off 2025 at the International Consumer Electronics Show (CES) with the launch of new AI chips and enhanced gaming graphics cards, setting the tone for the year [2] - January 27: Nvidia faced a major setback when DeepSeek released its R-1 model, claiming it was trained without top processors, leading to a $600 billion drop in Nvidia's market value in one day [3] - March 18: At the GPU Technology Conference, Nvidia unveiled the Blackwell Ultra chip and GB300 superchip, designed for the AI inference era, indicating a strong focus on AI capabilities [4] - April 2: Following President Trump's announcement of tariffs, Nvidia's investment in OpenAI raised concerns about inflated AI spending, highlighting the interconnectedness of AI investments [5] - October 17: Nvidia celebrated the production of its first Blackwell chip made in the U.S. by TSMC, aligning with government initiatives to bring chip manufacturing back to the U.S. [6] - October 29: Nvidia's market value surpassed $5 trillion, following new partnerships announced at the first GPU Technology Conference in Washington [7] - November 19: Nvidia received approval to export over 60,000 Blackwell chips to Saudi Arabia and the UAE, promoting the concept of "sovereign AI" [9] - November 25: In response to reports of Google developing its own chips, Nvidia highlighted the superiority of its GPUs, emphasizing their capability to run all AI models [10] - December 9: Trump approved the export of Nvidia's H200 chip to China, which could potentially improve Nvidia's profitability, although the agreement's success remains uncertain [11]