深夜,大涨!英伟达,突传重磅!
券商中国·2025-10-09 15:20

Core Insights - The article highlights significant developments in the AI sector, particularly focusing on Nvidia's approval to sell AI chips to the UAE, substantial funding for Elon Musk's xAI, and TSMC's impressive revenue growth driven by AI demand. Group 1: Nvidia's Developments - The U.S. has approved Nvidia to export AI chips worth billions to the UAE, marking a significant step in U.S.-UAE AI cooperation [2][3] - Nvidia's stock surged over 3% to a record high of $195.3 per share, with a market capitalization exceeding $4.7 trillion following the news [1] - The approval is part of a controversial agreement that includes a commitment from the UAE to invest $1.4 trillion in the U.S. over the next decade [3] Group 2: xAI Funding - Elon Musk's xAI secured up to $20 billion in funding, including a $2 billion equity investment from Nvidia [4][5] - The funding round exceeded initial expectations and will support the construction of a new data center project called "Colossus 2" [5] - Nvidia's CEO expressed excitement about the investment, indicating a strong belief in Musk's ventures [5][6] Group 3: TSMC's Revenue Growth - TSMC reported a 30% year-over-year revenue increase for Q3, with sales reaching approximately 989.9 billion NTD [8] - The company's performance surpassed market expectations, benefiting from strong demand in the AI sector, particularly from clients like Nvidia and Apple [8] - TSMC's stock has risen 54% year-to-date, reflecting investor confidence in its growth prospects [8][9]