Core Viewpoint - Nvidia has achieved a significant milestone by becoming the first company in the world to surpass a market capitalization of $4 trillion, reflecting its rapid growth and dominance in the AI chip market [1][2]. Market Capitalization Growth - Nvidia's market capitalization increased from $3 trillion to $4 trillion in just 13 months, highlighting its rapid ascent in the tech industry [2]. - The company reached the $3 trillion mark on June 5, 2024, just weeks after becoming the largest company by market cap [2]. - Nvidia's market value first crossed the $1 trillion threshold on May 30, 2023, marking it as the first chip company to achieve this milestone [2]. AI Chip Development - The surge in Nvidia's stock price is closely linked to the speed of its AI chip iterations, with CEO Jensen Huang emphasizing the transformative impact of AI and accelerated computing [4]. - Despite initial concerns regarding competition from DeepSeek's AI model, Huang reassured that the demand for Nvidia's chips would remain strong due to the higher computational needs of AI inference models [4]. - Nvidia's flagship AI chip, Blackwell Ultra, has begun shipping, contributing to the company's market growth [4]. Data Center Strategy - Nvidia aims to build large-scale data center factories globally, with a market size of $250 billion growing at an annual rate of 20% to 25%, which supports its valuation [5]. - Huang predicts that global computing capital expenditures will reach $1 trillion by the end of the century, with a significant portion allocated to AI infrastructure [5]. Future Trends in AI - Nvidia is actively promoting AI applications across various industries, including manufacturing, and has introduced the physical world foundation model, Cosmos, to enhance AI's understanding of real-world interactions [7]. - Huang forecasts that the next decade will be dominated by autonomous driving and robotics, with all mobile entities likely to be driven by robots [6][7]. Agentic AI Concept - The concept of Agentic AI was introduced, focusing on enhancing AI's cognitive abilities and integrating various models into a comprehensive knowledge system [8]. Challenges in the Chinese Market - Nvidia has faced challenges in the Chinese market due to U.S. chip export restrictions, which previously accounted for 25% of its global sales, amounting to $17 billion last year [9]. - Despite these challenges, Nvidia continues to invest in China, expanding its R&D center in Shanghai and employing nearly 4,000 staff across major cities [9].