Nvidia(US:NVDA) 国芯网·2025-10-29 04:51Core Viewpoint - The article highlights the significant growth and transformation in the semiconductor industry, particularly focusing on the rise of AI-driven computing and the investments being made by major companies like NVIDIA in this sector [1][3]. Group 1: Market Performance - On October 29, U.S. stock indices collectively rose, reaching new highs, with NVIDIA's stock increasing by approximately 5%, bringing its market capitalization close to $5 trillion [1]. Group 2: Industry Insights - Jensen Huang, CEO of NVIDIA, noted that the current changes in the world differ significantly from those in 2000, when the total market capitalization of all internet companies was only between $30 billion and $40 billion [3]. - Huang emphasized that the ultra-large-scale computing market is now valued at $2.5 trillion, with capital expenditures around $500 billion [3]. - The transition from traditional CPU-dominated computing to GPU-driven generative AI computing is just beginning, indicating a major shift in the industry [3]. Group 3: Investment Activities - NVIDIA is participating in the latest funding round for Elon Musk's generative AI company, xAI [3]. - Last month, NVIDIA announced plans to gradually invest up to $100 billion in OpenAI, supported by Microsoft, to build and deploy at least 10 gigawatts of AI data centers [3].