英伟达市值逼近5万亿美元，黄仁勋发声

Core Insights - Nvidia's stock surged by 4.9% to reach a market capitalization of $4.89 trillion, marking a nearly 50% increase year-to-date, driven by strong performance since July [3][12] - The GTC conference served as a catalyst for Nvidia's stock rise, where CEO Jensen Huang announced significant technological innovations and industry collaborations across various sectors, indicating a shift from an "AI chip manufacturer" to a "computing ecosystem platform" [3][12] Collaboration in Pharmaceuticals - Nvidia partnered with Eli Lilly to build a powerful supercomputer aimed at supporting molecular modeling and drug development, positioning AI as a core driver of pharmaceutical innovation [5] Advancements in Communication - A strategic agreement with Nokia was established to develop a 6G AI platform, with Nvidia investing $1 billion for approximately 2.9% equity. T-Mobile plans to initiate 6G trials in 2026, supported by Dell Technologies [6] - Nvidia also announced a collaboration with Uber to create a Robotaxis autonomous driving network, showcasing its ambition to expand into new computing platforms [6] Quantum Computing and AI Supercomputing - The NVQLink interconnect system was unveiled, enabling high-speed communication between quantum processors and AI supercomputers, which is crucial for commercializing quantum computing [8] - Nvidia will collaborate with the U.S. Department of Energy to build seven next-generation AI supercomputers, with significant GPU resources allocated for advanced computational tasks [8] AI Infrastructure Development - An AI Factory research center will be deployed in Virginia, serving as a key node for Nvidia's Omniverse DSX multi-generational AI architecture, providing computational power and development support to research institutions and enterprise clients [9] AI Industry Maturity - Jensen Huang emphasized that the AI industry is transitioning from experimentation to maturity, with clients willing to pay for models, indicating a positive cycle for the sector [10] - Nvidia anticipates that its Blackwell chips and Rubin models will generate approximately $500 billion in revenue over the next five quarters, highlighting the growing importance of computational power across various industries [10] Market Position and Future Outlook - The GTC conference underscored Nvidia's central role in the AI ecosystem, with a comprehensive approach spanning hardware, computing platforms, software, and network architecture [12] - Nvidia's expansion into quantum computing, communication networks, and autonomous driving is expected to broaden its market boundaries, reinforcing its dominance in high-performance computing as global tech companies increase AI investments [12]