Nvidia(US:NVDA) 半导体行业观察·2025-10-29 02:14Core Viewpoint - Nvidia's CEO Jensen Huang announced new partnerships and alleviated concerns about an AI bubble, stating that the company's AI processor orders have reached $500 billion and that it will build seven new supercomputers for the U.S. Department of Energy, positioning Nvidia to become the first company with a market value of $5 trillion [2][4]. Group 1: Partnerships and Collaborations - Nvidia is collaborating with Uber, Palantir, and CrowdStrike to ensure its technology remains central to the AI boom [3]. - A €1 billion ($1.2 billion) data center is planned in Germany with Deutsche Telekom, and an investment agreement with Nokia has been announced [3]. - Nvidia will support 100,000 Uber autonomous vehicles with its technology, and it is developing an autonomous driving platform with Lucid Group [5]. - A $1 billion investment in Nokia aims to assist its transition from mobile networks to AI [5]. - CrowdStrike is developing a continuous learning AI agent in collaboration with Nvidia, while Palantir will integrate Nvidia's technology with its Ontology platform [5]. Group 2: Market Position and Sales Projections - Nvidia's latest chips are expected to ship 20 million units, a significant increase from the previous generation's 4 million units [4]. - The demand for Nvidia's GPUs remains strong, with 6 million units shipped in the last four quarters [9]. - Nvidia anticipates that sales from Blackwell and the upcoming Rubin chips will reach $500 billion [9]. Group 3: Manufacturing and Production - Nvidia's fastest AI chip, the Blackwell GPU, is now fully produced in Arizona, marking a shift from previous production in Taiwan [8]. - The company emphasizes the importance of bringing manufacturing back to the U.S. for national security and economic reasons [8]. Group 4: AI Market Outlook - Huang expressed confidence that the AI market is not in a bubble, citing strong customer willingness to pay for AI models [4][15]. - Nvidia plans to release a blueprint for building large-scale "gigabit" AI data centers, which will be referred to as "AI factories" [15]. Group 5: Challenges and Competition - Despite its dominance in the AI accelerator market, Nvidia faces increasing competition from AMD, Qualcomm, and others [6][15]. - The company has experienced significant sales losses due to U.S. export restrictions, particularly concerning its H20 chip [11].