Nvidia on Wednesday became the first company to breach $5 trillion in market value, continuing a meteoric rise that has firmly positioned it at the heart of the global AI revolution. ...

Core Insights - Nvidia has achieved a historic milestone as the first company to reach a $5 trillion market cap, with projections suggesting it could double this value by 2029 to 2032 if it maintains strong growth in AI infrastructure [1][3][4] Market Performance - Nvidia's stock closed at approximately $201, reflecting a nearly 50% increase year-to-date, although it slightly retraced from its $5 trillion peak, currently valued at about $4.89 trillion [1] Valuation Projections - ChatGPT estimates that Nvidia would need to compound its valuation by roughly 15% to 20% annually over the next five to seven years to reach a $10 trillion market cap [5] - The probability scenarios for Nvidia reaching $10 trillion include a bullish case (40% probability, estimated by 2029-2030), a base case (45% probability, estimated by 2031-2033), and a bearish case (15% probability, after 2035 or never) [4] Growth Drivers - Nvidia's market cap growth is closely linked to the increasing demand for high-performance computing chips, particularly its Blackwell and upcoming Rubin GPU architectures, which are essential for large-scale AI data centers [6] - The company is expected to see earnings per share growth of 20% to 30% annually through the end of the decade, supported by investor confidence in its technological leadership [6] Structural Forces - The global race to build AI data centers, along with Nvidia's expansion into automotive, robotics, and telecom sectors, provides multiple revenue streams beyond its core gaming and data-center operations [9] Future Outlook - If current conditions persist, Nvidia's market cap could exceed $10 trillion as early as late 2029 or 2030 [7]

电力分析师泰勒·诺里斯指出："此前业界普遍认为，除谷歌外，AI数据中心只能通过现场发电或储能来 实现电网柔性调节。Aurora项目打破了这种认知，证明基于软件的负载调度同样能成为可靠、可量化的 电网资源。" 参与企业表示，该模式能有效缓解电网压力并抑制用电成本。英伟达正于美国弗吉尼亚州在建的Aurora 数据中心部署Emerald AI公司开发的软件，该设施由全球顶级数据中心开发商Digital Realty承建。 Aurora将成为首个获得行业新型柔性用电认证的数据中心。该认证由英伟达联合Emerald AI、非营利机 构美国电科院及区域电网运营商PJM共同制定。 格隆汇10月29日丨据AXIOS，包括英伟达(NVDA.US)在内的一个企业联盟建立了一种新型数据中心， 目的是在人工智能需求激增之际，缓解电力使用问题。 ...

格隆汇10月29日｜瑞银：将英伟达(NVDA.US)目标价从205美元上调至235美元。 ...

Core Insights - Nvidia Corp. became the first company to achieve a market capitalization of over $4 trillion [1] Company Summary - Nvidia's market cap milestone reflects its significant growth and dominance in the technology sector, particularly in areas such as artificial intelligence and graphics processing [1]

来源：滚动播报 瑞银将英伟达目标价从205美元上调至235美元。 ...

 October 29, 2025 – TheNewswire - Baru Gold Corp. (BARU: TSX.V | BARUF: OTCQB) (“Baru” or the “Company”) announces the appointment of Keith Margetson to the board of directors.Keith Margetson has been in public accounting for over four decades, both as an auditor and in providing services to public and private companies. He is a member of the BC Institute of Chartered Professional Accountants and has served as CFO for several publicly traded companies. He qualified as a Canadian CPA in 1975, as a US Certif ...

The company's shares have been boosted by the AI boom and a flurry of new deals. ...

Core Insights - Nvidia stock (NASDAQ: NVDA) increased by over 3% in pre-market trading, moving the company closer to a $5 trillion market valuation, a milestone that no chip company has achieved before [1] Company Summary - The surge in Nvidia's stock price indicates strong investor confidence and market interest in the company's growth potential [1] - Achieving a $5 trillion market valuation would represent a significant milestone in the semiconductor industry, highlighting Nvidia's leading position in the GPU market [1]

Market Overview - US stock index futures are all up, with Nasdaq futures rising by 0.45%, S&P 500 futures up by 0.28%, and Dow futures increasing by 0.23% [1] - Major European stock indices are collectively rising, with Germany's DAX index up by 0.13%, UK's FTSE 100 up by 0.9%, France's CAC index up by 0.06%, and the Euro Stoxx 50 index up by 0.48% [1] - The Federal Reserve is expected to announce a 25 basis point rate cut, lowering the federal funds rate target range to 3.75%-4% [1] Company Insights - Wells Fargo predicts a comprehensive rally in US stocks by year-end, setting a target of 7100 points for the S&P 500 [2] - Nvidia's CEO Jensen Huang refuted AI bubble claims, stating that the Blackwell and Rubin chips will generate $500 billion in revenue; he also announced the launch of NVQLink technology and a partnership with the US Department of Energy to build the largest AI supercomputer in the US [2] - US President Trump indicated a potential discussion with China regarding Nvidia's Blackwell chip [3] - Tesla's chairman stated that if the compensation plan is not approved leading to Musk's resignation, the company is prepared to appoint a new CEO from within [4] - US RF chip manufacturers Skyworks and Qorvo have reached a merger agreement, with the new company valued at $22 billion [5] - Uber plans to expand its fleet of self-driving taxis supported by Nvidia technology to 100,000 vehicles starting in 2027 [6] - GlobalFoundries plans to invest €1.1 billion to expand its factory capacity in Germany, aiming to produce over 1 million wafers annually [7] - NASA and Lockheed Martin's experimental quiet supersonic aircraft X-59 has completed its first flight [8] Financial Performance - Glencore reported a 17% decline in copper production for the first three quarters of the year and tightened its guidance for 2025 [9] - Boeing's Q3 revenue reached $23.27 billion, with adjusted free cash flow of $238 million, both exceeding expectations; the launch of the 777X jet has been delayed to 2027 [9] - UBS reported Q3 revenue of $12.76 billion and a pre-tax profit of $2.82 billion, both surpassing expectations; the company plans to repurchase $3 billion in stock this year [9] - Caterpillar's Q3 revenue increased by 10% year-on-year to $16.7 billion, with adjusted earnings per share of $4.95 exceeding expectations [10] - Visa's Q4 revenue was $10.7 billion, with adjusted earnings per share of $2.98, both exceeding expectations [11] - Deutsche Bank reported Q3 total revenue of €8.04 billion and a net profit of €1.56 billion, both exceeding expectations [12] - GlaxoSmithKline turned a profit in Q3, recording a net profit of £2.01 billion and raising its full-year revenue growth guidance [13] - Electronic Arts reported Q2 revenue of $1.84 billion, which was below expectations, with net profit halving to $137 million [14]