Core Viewpoint - Nvidia's market capitalization is approaching $4 trillion, with a recent peak of $3.92 trillion, surpassing Apple's previous record [1][2] Financial Performance - Nvidia's Q1 FY2026 revenue reached $44.062 billion, a 69% year-over-year increase, with net profit at $18.775 billion, up 26% [3] - The data center business generated $39.1 billion, reflecting a 73% growth, with Blackwell architecture chips accounting for nearly 70% of this revenue [3] Market Trends - Nvidia's stock price has shown a volatile upward trend, increasing by 17.92% since June and 18.67% year-to-date as of July 3 [2] - The demand for computing power is surging, with a 50-100 times increase in token generation over the past year, leading to the rise of large AI factories [3] Growth Opportunities - Nvidia's CEO highlighted significant growth opportunities in AI and robotics, projecting billions of robots and autonomous vehicles powered by Nvidia technology [4] - Market research indicates Nvidia's influence on the semiconductor IC industry, with a 125% revenue growth rate compared to a maximum of 21% for other top fabless companies [4] Competitive Landscape - Recent stock sales by Nvidia executives, including CEO Jensen Huang, indicate a potential shift in market sentiment, with Huang selling 225,000 shares for approximately $33.2 million [5] - Competitors like AMD and Google are intensifying pressure on Nvidia, with AMD launching new AI chips and Google planning to scale its TPU chip capabilities significantly [5]
正在逼近4万亿美元!英伟达冲击史上最高市值公司