自2022年底以来，英伟达股价累计涨幅已超1300%，华尔街分析师普遍看好英伟达未来的发展前景 文|《财经》特约撰稿人金焱发自华盛顿 编辑| 苏琦 在人工智能浪潮的推动下，人工智能芯片制造商英伟达公司市值实现里程碑式突破，这家企业已从芯片制造商蜕变为行业缔造者。美东时间10月29日，英 伟达股价开盘即涨3.4%，盘中一度涨逾6%，收盘上涨2.99%。公司市值突破5万亿美元，成为史上第一家市值跨越这一里程碑的上市公司。这距离英伟达 市值突破4万亿美元仅过去四个月。 截至北京时间21:32，英伟达股价涨幅继续拉升至4.11%，总市值达到了惊人的5.09万亿美元。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3万亿美元到4万亿美元则耗时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。英伟达的市值超过标普500指数中的多个板块，包括公用事业、工业和必需消费品板块。 随着公司市值从4万亿美元升至5万亿美元，黄仁勋身家升至1800亿美元，列全球富豪榜第八位。黄仁勋10月启动新一轮减持，2024年已套现逾7亿美元， 仍为核心股东。仅用 ...

Core Viewpoint - Nvidia plans to invest $1 billion in Nokia, acquiring approximately 2.9% equity through the purchase of 166 million shares at $6.01 each, to support Nokia's transition to AI-native 6G networks and enhance collaboration in 5G and 6G network software and AI infrastructure [2][3][5]. Group 1: Investment and Collaboration - Nvidia will acquire 166 million shares of Nokia at $6.01 per share, resulting in a 2.9% ownership stake [5]. - The partnership focuses on leveraging Nvidia's chips to accelerate Nokia's 5G and 6G network software, while exploring the integration of Nokia's data center technology into Nvidia's AI infrastructure [5][11]. - The collaboration aims to combine the core technological strengths of both companies to meet the demands of AI-driven network infrastructure [5][11]. Group 2: AI-RAN Technology Development - Nvidia introduced the Aerial RAN Computer (ARC) platform for 6G networks, which Nokia will use to expand its RAN product offerings and develop new AI-RAN products [5][10]. - T-Mobile plans to conduct field tests of AI-RAN technology starting in 2026, integrating these technologies into its 6G development processes [5][13]. - The AI-RAN system is expected to enhance network performance and efficiency, catering to the growing demand for AI applications and billions of new connected devices [8][10]. Group 3: Transition to AI-native Networks - The Aerial RAN Computer Pro platform enables telecom operators to transition smoothly from 5G-Advanced to 6G networks through software upgrades [10][11]. - Nokia's unique anyRAN approach simplifies the introduction of the ARC-Pro platform, allowing for seamless upgrades and coexistence with existing RAN networks [10]. - The collaboration aims to provide a cost-effective and efficient pathway for the evolution of networks towards AI-driven capabilities [11]. Group 4: Broader AI Network Solutions - Beyond AI-RAN, Nvidia and Nokia will collaborate on AI network solutions, including the integration of Nokia's SR Linux software with Nvidia's Spectrum-X Ethernet platform [15][16]. - The partnership will explore incorporating Nokia's optical technologies into Nvidia's future AI infrastructure architecture [16]. - Nokia's strategic shift towards data center business, highlighted by its recent acquisition of Infinera Corp for $2.3 billion, is driven by the increasing demand for computing power due to the AI boom [16][17].

Core Viewpoint - Nvidia is investing approximately $1 billion in Nokia, acquiring a 2.9% stake through the purchase of about 166 million shares at $6.01 each, to collaborate on AI infrastructure and 5G/6G network software [1][3][5]. Group 1: Investment and Collaboration - Nvidia will acquire approximately 166 million shares of Nokia at $6.01 per share, resulting in a 2.9% ownership stake [1][5]. - The partnership will focus on AI-driven transformations in mobile networks, particularly in the development of AI-RAN products for 5G and 6G networks [3][5]. - T-Mobile will collaborate with both companies to conduct field tests of AI-RAN technology starting in 2026, integrating it into their 6G development process [1][5][11]. Group 2: AI-RAN Technology - Nvidia has introduced the Aerial RAN Computer (ARC) platform aimed at 6G networks, which will enhance Nokia's RAN product offerings [5][8]. - The AI-RAN system will help mobile operators improve network performance and efficiency, catering to the growing demand for AI applications and billions of new connected devices [7][9]. - The collaboration aims to provide a seamless transition from existing RAN networks to future AI-RAN networks, leveraging Nokia's unique anyRAN approach [8][9]. Group 3: Market Impact and Future Prospects - Following the announcement, Nokia's stock surged over 22% on both the New York Stock Exchange and Helsinki Stock Exchange [3]. - The partnership is expected to redefine telecommunications infrastructure, positioning the U.S. to regain global leadership in this critical sector [7]. - Nvidia's investment in Nokia is part of a broader strategy, which includes significant investments in various AI companies and technologies [13].