英伟达手握3.5万亿订单！

Core Viewpoint - NVIDIA's CFO Colette Kress believes there is no bubble in the AI sector and anticipates a significant market transformation by 2030, with data center infrastructure potentially reaching $3 trillion to $4 trillion due to increasing demand for accelerated computing [2]. Group 1: Market Outlook - The majority of NVIDIA's AI chip shipments are aimed at building new data center infrastructure rather than replacing existing equipment [2]. - By 2026, NVIDIA expects to have orders worth $500 billion for its Blackwell and Rubin GPU chips, which exceeds 3.5 trillion [2][4]. Group 2: Partnerships and Investments - NVIDIA is working on a final agreement with OpenAI, with a previous investment of $100 billion aimed at enhancing OpenAI's computing power through the purchase of NVIDIA's AI GPUs [4]. - The collaboration between NVIDIA and OpenAI is expected to be ongoing, contributing to rising stock prices and valuations for both companies, similar to trends seen with Oracle and Amazon [4]. Group 3: Production and Delivery - At the recent GTC conference, NVIDIA's CEO Jensen Huang announced that the company has GPU orders totaling $500 billion, with plans to deliver 20 million units of Blackwell and Rubin architecture GPUs over the next five quarters [4].