见证历史！刚刚，突破5万亿美元

Core Viewpoint - The article discusses the significant developments in NVIDIA's business strategy, particularly its transition from a chip manufacturer to a comprehensive AI infrastructure provider, and highlights the potential benefits for companies in the AI computing industry chain [6][9]. Group 1: NVIDIA's Business Developments - NVIDIA's CEO Jensen Huang predicts that the company's business scale will reach $500 billion over the next six quarters, with plans to ship 20 million Blackwell and Rubin GPUs [3]. - NVIDIA's stock price surged, becoming the first company to exceed a market capitalization of $5 trillion [3]. - The company is collaborating with major firms to build a complete AI computing ecosystem, countering claims of an AI bubble by emphasizing the ongoing demand for AI services [6]. Group 2: Strategic Partnerships and Projects - NVIDIA announced a partnership with Oracle to build the largest AI supercomputer for the U.S. Department of Energy, equipped with 100,000 Blackwell GPUs [7]. - A collaboration with Palantir aims to integrate NVIDIA's GPU capabilities into Palantir's AI platform, enhancing data processing and AI-driven automation [7]. - A partnership with Eli Lilly will create a supercomputer powered by over 1,000 Blackwell Ultra GPUs for drug discovery and development [7]. Group 3: AI and 6G Technology Integration - NVIDIA is investing $1 billion in Nokia to jointly develop an AI-native 6G network platform [8]. - The introduction of NVQLink technology aims to connect quantum processors with GPU supercomputers, gaining support from 17 quantum computing companies [8]. Group 4: Industry Beneficiaries - Several A-share listed companies are well-positioned to benefit from the intensifying AI computing competition and the expansion of global AI infrastructure [10]. - Industrial Fulian reported a 65% year-on-year increase in cloud computing revenue, driven by strong demand for AI cabinet products [10]. - The company anticipates continued growth in AI server business, with significant contributions expected from new product lines [11]. Group 5: Technology and Product Innovations - Companies like Zhongji Xuchuang and Xinyi Sheng are developing high-performance optical modules and products for AI clusters and cloud data centers [12][13]. - Victory Technology has become a core partner for major tech firms, focusing on advanced circuit board manufacturing for AI and next-generation communication technologies [12].