Nvidia(US:NVDA) 是说芯语·2025-11-10 05:00Core Viewpoint - The article emphasizes that the demand for AI chips, particularly GPUs, is surging, countering the prevailing "AI bubble" concerns, as evidenced by Nvidia's increased orders from TSMC to meet this demand [1][3][6]. Group 1: Nvidia's Actions - Nvidia has placed additional wafer orders with TSMC to satisfy the strong demand for its latest Blackwell GPUs, signaling a commitment to ramping up AI chip production [1][3]. - The annual GPU production for data centers by Nvidia is reported to be between 4 million to 5 million units, with the new orders expected to exceed this scale significantly [3]. - Nvidia's supply chain for AI chips is bolstered by increased HBM (High Bandwidth Memory) production from major manufacturers like SK Hynix, Samsung, and Micron, ensuring a robust supply for AI hardware [3][4]. Group 2: Broader Industry Trends - Other tech giants, such as Meta, are also heavily investing in AI, with plans to allocate $600 billion over the next three years for AI-related initiatives, including the construction of AI data centers [4]. - OpenAI is investing up to $500 billion in its Stargate project, seeking to expand tax incentives for AI infrastructure under the CHIPS Act to support its growth [5]. - The collective actions of these companies indicate that the growth in the AI sector is driven by genuine market demand and technological advancements rather than speculative bubbles [5][6].