Core Insights - Nvidia's CEO Jensen Huang unveiled significant advancements in AI technology at the GTC conference, including a native AI 6G network platform, a Robotaxi fleet based on Nvidia's autonomous driving platform, and the next-generation AI GPU architecture, Rubin, which shows substantial performance improvements over Blackwell [1][3][4] - Following these announcements, Nvidia's stock surged over 6%, closing at $201, with a market capitalization reaching $4.9 trillion, just shy of the $5 trillion milestone [1] - Huang projected that Nvidia's data center business revenue would exceed $500 billion over the next five quarters, driven by the Blackwell and Rubin architectures, significantly surpassing Wall Street's expectations [3][6] Nvidia's AI Strategy - Nvidia is transitioning from a chip design company to a comprehensive AI technology platform, which includes a full-stack infrastructure and an operational ecosystem for AI [3][4] - The company aims to be the strongest foundation for AI, with a focus on high-performance, low-energy AI GPU architectures, and plans to release the Rubin Ultra architecture by late 2027 [5][9] Market Reactions and Predictions - Goldman Sachs reported that Nvidia's projected $500 billion revenue is significantly higher than market consensus, indicating a renewed investor enthusiasm for AI-related investments [3][12] - Major financial institutions, including HSBC, have raised their target price for Nvidia's stock to $320, suggesting a bullish outlook that could see Nvidia's market cap surpass $7 trillion [4][11] AI Infrastructure and Collaborations - Nvidia is investing heavily in AI infrastructure, including a $1 billion stake in Nokia to develop AI-native 6G networks and partnerships with companies like Uber and Eli Lilly to enhance AI applications in various sectors [10][11] - The company is also focusing on the development of advanced AI computing systems, with the Rubin architecture expected to deliver significant performance improvements over previous models [9][10] Long-term AI Market Outlook - The demand for AI computing power is expected to continue growing, driven by substantial investments from both the government and tech giants in AI infrastructure [12][14] - Analysts predict that the current AI investment wave could reach $2 trillion to $3 trillion, indicating a robust long-term growth trajectory for companies like Nvidia and its peers in the AI computing space [14][15]