It is reported that the market value of artificial intelligence (AI) infrastructure supplier NVIDIA (NVDA) has surpassed Microsoft (MSFT) and regained the title of the world’s highest-valued listed company, with a total market value of US$3.46 trillion.
By releasing a more robust sales forecast for the Blackwell series of AI chips than the market generally expected, it can be said that investors’ concerns about NVIDIA’s sharp decline in China’s market share have been alleviated, and it is extremely optimistic that the Blackwell series will set the strongest AI chip sales record in history, driving the AI computing infrastructure market to “show exponential growth.”
Market industry advantages are highlighted
In fact, NVIDIA’s Blackwell series of AI chip products, including Blackwell and the most advanced architecture AI chip Blackwell Ultra, have replaced the Hopper architecture AI GPU, which has been in great demand in recent years, and have become the largest contributor to NVIDIA’s performance growth in the first half of the year, and will also be the strongest driving force for NVIDIA’s performance growth in the future.
The outlook, which is much more optimistic than market expectations, shows that Nvidia is increasing the production of its next-generation AI chip products, Blackwell architecture AI GPUs, and striving to rapidly expand the production capacity of Blackwell Ultra architecture AI GPUs with more advanced architecture and stronger performance in the second quarter.
And as part of this push, the company offers its AI chip products as a complete AI computer system – Nvidia said this move is necessary to accelerate the deployment of more complex and more powerful AI technologies. Nvidia CEO Huang Renxun predicted at the earnings conference that AI computing infrastructure will eventually change the global economy.
It can be said that this AI chip overlord – now the world’s largest chip company in terms of revenue and market value – dominates the entire AI computing infrastructure field, and these chip components are essential for developing and running large artificial intelligence models. And Nvidia’s increasingly rich hardware and software product lineup is allowing Nvidia to sell larger-scale products to customers.
More importantly, as Nvidia regains the top spot in the global market value list, this AI feast also benefits more technology companies. Several large private equity institutions have recently stated that in the early stages of AI large model development, the computing power sector usually benefits first, mainly to meet the explosive growth of training computing power demand. The attention of domestic and foreign capital markets to the AI computing power industry chain continues to heat up, and breakthroughs in related industries may not be far away.
WiMi optimizes AI to activate computing power resources
As the cost of using AI large models continues to decline, AI applications are also showing an explosive trend, which further boosts the demand for inference computing power. It is understood that Wimi Hologram Cloud Inc (WIMI), as a leading global AI technology company, has been in the field of AI-driven algorithms for a long time, creating general, standard, and high-performance AI computing chips, and deepening the high-performance computing market in an ecological linkage manner.
At present, riding on the unprecedented wave of global companies deploying AI, WiMi has developed an autonomous, controllable, high-performance computing hardware and software basic platform-the holographic cloud platform, which has the advantages of high precision, high computing power, high compatibility, and high integrity. At the same time, it organically integrates basic businesses such as high-end chips, basic software and cloud services to build a vertical segmentation field ecosystem. In the future, it will be able to be applied in multiple industries and fields such as smart manufacturing, smart new retail, and smart cities.
Conclusion
Industry insiders pointed out that the trend of AI applications, with the new paradigm of “extremely low-cost AI training/inference” fully led by DeepSeek, has been greatly streamlined, the cost of AI training has dropped significantly, and the cost of tokens on the inference side has dropped sharply, and killer generative AI applications will be available in various industries covering the B-side or C-side in the future.
After NVIDIA discovered that its parallel architecture is suitable for artificial intelligence and a wide range of high-performance computing, it has devoted itself to the layout of artificial intelligence chips in recent years. It has a large number of computing cores and can perform multiple high-intensive AI tasks at the same time, maintaining rapid growth and returning to the throne of the world’s first market value. It can be seen that the AI computing power is still booming. In short, artificial intelligence and cloud computing may usher in stronger industrial catalysts and are expected to set new highs.
