Nvidia(US:NVDA) Zhi Tong Cai Jing·2026-01-07 01:37Group 1 - The core viewpoint of the articles highlights Nvidia's optimistic revenue outlook due to strong demand in the AI sector, particularly in data center business, with expected revenue exceeding $500 billion by the end of 2026 [1][2] - Nvidia's CFO Colette Kress indicated that the company's previous revenue guidance would be more optimistic, driven by robust demand and partnerships with AI providers like Anthropic PBC [1][2] - Wall Street predicts Nvidia's total revenue will reach $321.2 billion in 2026, representing a 57% year-over-year growth, with sales expected to exceed $400 billion in 2027 [1][2] Group 2 - At CES, Nvidia reported exceeding expectations in orders due to large customer transactions and the growing adoption of new AI models, which is crucial for alleviating investor concerns about the AI industry [2] - The AI sector is becoming a major growth engine globally, with significant capital expenditures from cloud service providers like Amazon, Google, Microsoft, and Meta, projected to reach $600 billion by 2026 [2] - Nvidia holds over 80% market share in the AI accelerator market, providing customers with the lowest total cost of ownership (TCO) [2] Group 3 - Despite the optimistic outlook, Nvidia's stock price fell slightly by less than 1% to $187.28, reflecting market concerns over high valuations in the AI sector [3] - A key issue for Nvidia is its ability to re-enter the growing AI chip market in China, which has been hindered by U.S. export restrictions, although recent developments suggest potential sales of H200 chips to Chinese customers [3] - Nvidia's CEO Jensen Huang emphasized high customer demand and ongoing production of the H200 chip, with U.S. government licensing details being finalized [3] Group 4 - Nvidia announced details of new chips set to launch in the second half of the year, highlighting their energy efficiency and performance capabilities [4] - Huang's comments on cooling systems, particularly the new AI chip Rubin's ability to use liquid cooling without relying on water chillers, caused significant stock declines in cooling technology companies [4] - Huang addressed concerns about energy consumption in the AI industry, arguing that power shortages are a normal outcome of industrial revolutions and calling for increased investment in new power generation methods [4]