Core Insights - Nvidia has achieved a market capitalization of $5 trillion, making it the world's first company to reach this milestone, just three months after surpassing $4 trillion [1][2] - Nvidia's market value exceeds the GDP of major economies such as India, Japan, and the United Kingdom, highlighting its significant economic impact [1][2] Company Developments - Nvidia's stock price surged to $207.86, driven by high demand for its advanced chips used in artificial intelligence applications, contributing to a market cap of $5.05 trillion [2] - CEO Jensen Huang announced $500 billion in chip orders, a partnership with Uber for robotaxis, and a $1 billion investment in Nokia for 6G technology [3] - Nvidia plans to collaborate with the US Department of Energy to develop seven new AI supercomputers [3] Strategic Investments - The company is set to invest $100 billion in OpenAI to enhance computing power for AI applications, including support for ChatGPT [4] - Discussions are ongoing regarding a new computer chip designed for China, with potential involvement from the Trump administration [4] Industry Context - The rise of Nvidia is seen as part of a broader AI revolution, comparable to the impact of the iPhone on technology, marking a significant shift in the industry [5] - Concerns have been raised about a potential AI bubble, with warnings from the Bank of England and the IMF regarding inflated tech stock prices [6]

ToplineNvidia on Wednesday became the first company in history to be valued at $5 trillion, the latest milestone by the artificial intelligence giant as shares have grown exponentially over the last decade. The company, worth $10 billion a decade ago, has reached record milestones driven by growing AI demand.AFP via Getty ImagesKey FactsNvidia’s shares increased by 3.4% to around $207.85 as trading opened Wednesday, following an earlier surge in premarket, setting a new intraday high for the stock.An uptick ...

Core Points - US stocks experienced an upward trend on Wednesday, primarily influenced by the performance of technology shares as investors anticipated the Federal Reserve's interest rate decision [1] - The Nasdaq Composite index increased by 0.6%, reaching a new record high, indicating strong investor confidence in the technology sector [1] - The S&P 500 also showed gains, reflecting a broader positive sentiment in the market [1]

Palantir(PLTR.US)涨超3%，最高触及195.44美元，创下历史新高。 消息面上，英伟达CEO黄仁勋宣布，英伟达与Palantir达成合作，推动AI实战化，将企业数据转化为动 态决策智能。Palantir将把英伟达加速计算、英伟达CUDA-X库以及开源英伟达NEMOTRON 模型整合到 其本体框架中；Palantir AIP平台也将支持英伟达面向政府参考设计的全新AI工厂。(格隆汇) ...

格隆汇10月29日｜英伟达(NVDA.US)开盘涨超3%，总市值站上5万亿美元，成为全球首家达到这一里程 碑的公司，距离突破4万亿美元市值仅过去了不到四个月，该股今年以来已上涨超50%。 ...

格隆汇10月29日｜诺基亚(NOK.US)跌超5%，报7.37美元。该股昨日暴涨超22%。消息面上，英伟达 CEO黄仁勋在华盛顿举行的GTC DC大会上宣布将对诺基亚进行10亿美元的战略投资。此外，双方将达 成战略技术联盟，共同推进下一代6G通信技术的研发。(格隆汇) ...

格隆汇10月29日｜英伟达(NVDA.US)高开高走，涨幅扩大至超5%报211.6美元，再创历史新高，总市值 达到5.14万亿美元，单日增加2500亿美元。 ...

格隆汇10月29日｜金融服务提供商Hargreaves Lansdown持有英伟达股票的分析师Matt Britzman表示，英 伟达(NVDA.US)市值突破5万亿美元不仅是一个里程碑，更是一种宣言——这家企业已从芯片制造商蜕 变为行业缔造者。对于认为错过时机的投资者而言，即便站在5万亿市值高位，这支股票仍未被高估。 市场持续低估其发展机遇的规模，布局AI主题的最佳标的之中，英伟达依然位居前列。 ...

消息面上，此前黄仁勋在发布会上表示，Blackwell以及更新一代的Rubin芯片正推动公司进入前所未有 的销售增长周期，黄仁勋还反驳了有关人工智能市场出现泡沫的担忧，称公司最新一代芯片有望在未来 几个季度创造高达5000亿美元的收入。 高盛最新研报指出，5000亿美元的规模显著高于华尔街预期。这一目标比市场通过Visible Alpha Consensus Data反映的4470亿美元共识高出12%，同时也比高盛预测的4530亿美元高出10%。 周三，英伟达(NVDA.US)开盘涨近5%，总市值突破5万亿美元，成为历史上第一家达到这一里程碑的上 市公司，今年以来已累涨超57%。英伟达公司总市值从4万亿美元跨越5万亿美元，仅用时113天，而从3 万亿到4万亿则耗时410天。高达5万亿美元的总市值，早已超过英、法、德等国家的股市总市值，这一 数字正逼近印度股市总价值(5.3万亿美元)。 ...

消息面上，此前黄仁勋在发布会上表示，Blackwell以及更新一代的Rubin芯片正推动公司进入前所未有 的销售增长周期，黄仁勋还反驳了有关人工智能市场出现泡沫的担忧，称公司最新一代芯片有望在未来 几个季度创造高达5000亿美元的收入。 高盛最新研报指出，5000亿美元的规模显著高于华尔街预期。这一目标比市场通过Visible Alpha Consensus Data反映的4470亿美元共识高出12%，同时也比高盛预测的4530亿美元高出10%。 智通财经APP获悉，周三，英伟达(NVDA.US)开盘涨近5%，总市值突破5万亿美元，成为历史上第一家 达到这一里程碑的上市公司，今年以来已累涨超57%。英伟达公司总市值从4万亿美元跨越5万亿美元， 仅用时113天，而从3万亿到4万亿则耗时410天。高达5万亿美元的总市值，早已超过英、法、德等国家 的股市总市值，这一数字正逼近印度股市总价值(5.3万亿美元)。 ...