NVIDIA has surpassed a market value of $5 trillion, becoming the focus of global attention. This breakthrough has also opened up the ceiling for #AI-related sectors. The success of this milestone is largely attributed to NVIDIA's GTC conference. A few days ago, I was unwell, but today I just finished watching the live stream, and I was so shocked that I couldn't speak. 🧐

This time, Jensen Huang is not just "showing off," but is genuinely redefining the boundaries of #AI technology. He accomplished three things, each of which is significant enough to be recorded in the history of technology.

🧠 The first: GPU × Quantum Computing = Bridging the Last Mile of Human Computing Power

NVIDIA introduced a new system called NVQ Link. Simply put, it is a highway that allows GPUs and quantum chips (QPUs) to communicate directly. Previously, quantum computing was impressive but felt like an "experimental toy"; after computing, results had to be sent back to traditional computers for analysis, which was slow, error-prone, and inefficient. Now, things are different. NVQ Link enables GPUs and quantum chips to work together in real-time on the same supercomputer, with almost zero latency and automatic error correction.

This is a milestone, meaning that quantum computing has truly stepped out of the laboratory for the first time and is beginning to integrate into the mainstream #AI system. No wonder a series of quantum computing stocks in the U.S. have surged recently.

This time, Jensen Huang directly collaborated with 17 quantum manufacturers and 9 national laboratories. He stated on stage, "Every supercomputer in the future will have a quantum brain." This sounds like science fiction, but with NVIDIA's execution capability, I believe it. Therefore, companies related to quantum computing are worth paying close attention to.

📡 The second: 6G base stations have become #AI mini supercomputers

The second move is even bolder. NVIDIA announced an investment in Nokia, investing $1 billion to officially kick off the 6G revolution. They launched a platform called Ark Pro, with the core idea being: "Signal towers do not just transmit data; they can think for themselves."

In the future, every 6G base station will be able to run AI algorithms, automatically optimize networks, save energy, and even perform inference directly at the edge nodes. Each base station will essentially be a small AI factory. T-Mobile will be the first to pilot this next year, which also means that the competition for 6G has shifted from "signal coverage" to "computing power coverage." #AI is no longer just in the cloud but is spreading to every corner of the Earth. I feel this is somewhat similar to the Web3 #Depin sector; I wonder if these base stations can eventually operate in a mining model, allowing everyone to participate.

⚙️ The third: Building the world's strongest #AI super factory

This last move directly breaks through the ceiling. NVIDIA announced a collaboration with the U.S. Department of Energy to create 7 of the world's most powerful #AI supercomputers, the largest of which is called #Solstice. It will be equipped with 100,000 Blackwell GPUs, with a peak computing power of up to 2200 ExaFlops (2.2×10⁶ PFLOPS!).

This is no longer just a data center; it is a gigawatt-level AI factory.

Even more terrifying is that the entire factory—from power supply and cooling to construction and operation—is simulated and scheduled in real-time by the Omniverse digital twin system. Once built, NVIDIA will effectively turn the entire Earth into a "thinking supercomputer." The transformative capability is astonishing!

Thus, NVIDIA's layout from quantum → base stations → super factories has elevated its strategic positioning to a new level. It is no longer just about selling graphics cards; it is beginning to engage in a comprehensive layout of #AI across all fields, reshaping the underlying structure of the computing power ecosystem.

Jensen Huang's strategy is very clear:

• NVQ Link bridges quantum computing power,

• Ark Pro promotes edge computing power,

• Solstice supercomputing factory represents central computing power.

The three form a "global computing power circulation system." This is not just a hardware revolution but an upgrade of human computing power civilization.

💰 Back to investment: Can NVIDIA still rise?

First, let's look at the facts. Since the launch of ChatGPT in November 2022, NVIDIA's market value has risen from $400 billion to $5 trillion, an increase of a full $4.5 trillion. This is more than the combined market values of giants like AMD, ARM, ASML, Broadcom, Intel, and TSMC.

From an overall fundamental perspective, performance remains strong. Although there are concerns about an AI bubble, which may exist in the short term, the long-term trend remains structural. Capital expenditures for data centers, cloud computing, and AI inference are still surging. Microsoft, Google, and Amazon are all frantically spending money to buy GPUs. NVIDIA's current valuation is about 35 times the expected earnings for the next 12 months, and given its 70% gross margin and continuously growing orders, this valuation is not excessive.

Personally, I no longer view NVIDIA as just a "chip manufacturer," but rather as an energy company in the #AI world. Just like Shell and ExxonMobil in the oil era, NVIDIA is the crude oil supplier of the computing power era. Every explosion of AI applications (from Sora to Copilot, and then to Agent) is inseparable from NVIDIA's GPUs and ecosystem.

However, I personally may not temporarily invest in this giant, as pushing its market value from $5 trillion to $10 trillion is a daunting challenge. Instead, related NVIDIA beneficiary stocks are more worth considering. For example, companies related to memory chips, such as Micron Technology (#MU) and Western Digital (#WDC). Also, companies related to quantum computing, such as IonQ (#IONQ), D-Wave Quantum (#QBTS), Quantum Computing Inc. (#QUBT), and energy companies like NextEra Energy (#NEE) and First Solar (#FSLR). All of these will benefit from NVIDIA's massive investments, and the opportunities they bring are self-evident!

If you are still limited by the inconvenience of opening a U.S. stock account domestically, you can try using U to trade U.S. stocks for a smooth experience. I am personally using the #RWA tokenized U.S. stock platform #MSX to participate in the U.S. stock market: http://msx.com/?code=Vu2v44

Early U.S. stock investment fans and partners can message me to join a free community for discussing and exploring U.S. stocks (recently, the number of people joining the group has increased, and the assistant's review takes time; thank you for your understanding) 🙏

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。