英伟达股价夜盘急升8.5%! 特朗普谈及Blackwell芯片，他今天将会见黄仁勋

Core Viewpoint - The article highlights the significant relationship between Nvidia and the Trump administration, particularly focusing on the upcoming meeting between Nvidia CEO Jensen Huang and Trump, which coincides with the APEC summit in South Korea. This relationship is seen as crucial for Nvidia's business prospects, especially in terms of regulatory and international market dynamics [1][5][10]. Group 1: Stock Performance and Market Reaction - Nvidia's stock price surged by 8.5% in after-hours trading following Trump's comments about the Blackwell chip [1][4]. - The stock closed at $201.03, reflecting a nearly 5% increase on the day prior to the meeting announcement [3]. Group 2: Political and Business Relations - Huang has established a friendly cooperative relationship with the Trump administration, publicly praising Trump's energy and manufacturing policies during the GTC conference [6][7]. - Huang emphasized the importance of Trump's "pro-energy initiatives" for the development of the AI industry, stating that this understanding has "completely changed the game" [8]. Group 3: Manufacturing and Product Development - Huang revealed that Nvidia has begun mass production of the Blackwell chip in Arizona, fulfilling one of Trump's key requests to bring manufacturing back to the U.S. [8]. - The first Blackwell chip produced in the U.S. was celebrated on October 18, marking a significant milestone for the company [8]. Group 4: Geopolitical and Regulatory Challenges - Nvidia's strong relationship with the White House is viewed as a critical asset in navigating geopolitical challenges, particularly in the global tech competition [10]. - The Trump administration previously approved Nvidia's sale of the H20 chip, requiring the company to remit 15% of the related revenue, showcasing a balance between commercial interests and national strategy [11][12]. Group 5: Future Product Roadmap - Nvidia plans to launch the Vera Rubin Superchip, based on the next-generation Rubin architecture, in 2026 [13].