Core Viewpoint - The article discusses the significant growth potential of AI and robotics, emphasizing that NVIDIA's market value has surpassed $4 trillion, indicating its dominance in the tech industry and the broader implications for future business models [4][23][30]. Group 1: AI and Market Dynamics - AI is perceived as a larger opportunity than mobile internet, but currently, companies like Apple, Google, and Meta remain more profitable than AI-focused firms, with NVIDIA being a notable exception [4][5]. - As of July 9, NVIDIA's market value reached $4 trillion, surpassing some forecasts for the global generative AI market by 2025 [4][23]. - NVIDIA's revenue from automotive and robotics has exceeded $560 million, with a growth rate of over 70% [12]. Group 2: NVIDIA's Business Model and Ecosystem - NVIDIA is not just an AI company; it is a general computing power company, with applications spanning from cryptocurrency mining to AI and robotics [18][30]. - The company's edge computing platform, which includes various hardware and software solutions, is crucial for its growth in robotics and AI [10][12]. - The Jetson platform, a product of NVIDIA's pivot from mobile chips, has become a key player in machine vision and robotics, with significant market adoption [10][12]. Group 3: Historical Context and Future Implications - The article highlights the evolution of market valuations, noting that it took over 20 years for companies to reach a $1 trillion valuation, while it took only 9 years for the leap from $1 trillion to $4 trillion [20][24]. - The rise of NVIDIA reflects a broader revolution in business models driven by technological innovation, which has allowed for unprecedented profit margins and market expansion [28][30]. - The article suggests that NVIDIA's innovative business model may lead to further breakthroughs in market valuation, indicating that the potential for growth is not yet exhausted [31].

Core Viewpoint - Nvidia's market value has surpassed 4 trillion, marking a significant shift not only in technological innovation but also in business models, with AI being a major driver of this growth [1][15][22]. Group 1: Nvidia's Market Value and Growth - Nvidia became the first company in history to reach a market value of 4 trillion on July 9, 2023, surpassing some forecasts for the global generative AI market by 2025 [1][3]. - The company's profitability is significantly higher than the combined profits of leading large language models (LLMs), which are generally operating at a loss [1]. - Nvidia's stock surged following CEO Jensen Huang's comments about growth opportunities in AI and robotics, leading to a 4.3% increase in stock price on June 25, 2023, and setting the stage for the 4 trillion milestone [3][6]. Group 2: Business Model and Market Expansion - Nvidia's business scope extends beyond AI, with edge computing platforms for autonomous driving and robotics becoming key growth areas, contributing to its recent market valuation increase [2][9]. - The edge computing platform, including the Jetson and Drive platforms, is designed for various applications such as robotics and autonomous vehicles, showcasing Nvidia's comprehensive ecosystem [9][12]. - The revenue from Nvidia's automotive and robotics sectors reached 560 million, with a growth rate exceeding 70% [9]. Group 3: Comparison with Historical Market Trends - The transition from a market value of 1 trillion to 4 trillion for Nvidia occurred in just nine years, compared to over 20 years for previous market leaders, indicating a rapid evolution in business models driven by technology [15][17]. - The rise of mobile internet has broken previous market value ceilings, allowing companies like Nvidia to achieve unprecedented valuations [15][20]. - Nvidia's business model, characterized by high profit margins and a strong ecosystem, positions it as a leader in the computing power market, similar to how Apple transformed consumer goods [22][23].