AI原生无线6G技术栈
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见证历史!英伟达成为首家市值突破5万亿美元的上市公司
Nan Fang Du Shi Bao· 2025-10-29 15:47
Core Viewpoint - NVIDIA's stock price surged, making it the first publicly traded company to surpass a market capitalization of $5 trillion, driven by significant announcements at the GTC conference and strong financial performance [2]. Financial Performance - For the second quarter of fiscal year 2026, NVIDIA reported revenue of $46.743 billion, a year-over-year increase of 56% [2]. - The net profit for the same period was $26.422 billion, reflecting a 59% year-over-year growth [2]. Key Announcements - NVIDIA introduced the AI-native wireless 6G technology stack, NVIDIA Arc, based on the NVIDIA Aerial platform and driven by accelerated computing [2]. - The company launched NVIDIA NVQLink, a quantum GPU interconnect technology that allows real-time CUDA-Q calls from QPU with a latency of approximately 4 microseconds [2]. - NVIDIA is collaborating with national laboratories to build a new supercomputer [2]. - CEO Jensen Huang disclosed that the visible revenue from Blackwell and Rubin has exceeded $500 billion for the next five quarters, with an order volume of approximately 20 million GPUs [2]. - NVIDIA announced a $1 billion investment in Nokia [2].