作者TyuzuChou (潤潤潤)
看板Stock
標題[新聞] NVDA創歷史新高 GTC大會後市值逼近5兆鎂
時間Wed Oct 29 05:34:19 2025
原文標題：
Nvidia stock hits all-time high, nears $5 trillion market cap after slew of
updates at GTC event
原文連結：
https://www.aol.com/articles/nvidia-stock-hits-time-high-200333984.html
發布時間：Wed, October 29, 2025 at 4:04 AM GMT+8
記者署名：Daniel Howley
原文內容：
Nvidia (NVDA) stock on Tuesday rose 5% to close at a record high after the
company announced a slew of product updates, partnerships, and investment
initiatives at its GTC event in Washington, D.C., putting it on the doorstep
of becoming the first company in history with a market value above $5 trillion
.
週二，輝達（NVDA）股價上漲5%，收於歷史新高。該公司在華盛頓特區舉行的GTC大會上
宣布了一系列產品更新、合作夥伴關係及投資計畫，使其距離成為全球首家市值突破5兆
美元的公司僅一步之遙。
The AI chip giant is approaching the threshold — settling at a market cap of
$4.89 trillion on Tuesday — just months after becoming the first to close
above $4 trillion in July.
這家AI晶片巨頭的市值週二達到4.89兆美元，距離5兆大關僅一步之遙，而這距其於七月
成為首家收盤市值超過4兆美元的公司僅過了數月。
Among other announcements, Nvidia revealed Tuesday it is working with the US
Department of Energy to build seven new supercomputers, including one that
will use 10,000 Blackwell GPUs.
在眾多宣布中，輝達透露正與美國能源部合作建造七台新超級電腦，其中一台將搭載一萬
顆Blackwell GPU。
Other announcements include a deal to work with Uber (UBER) to build a fleet
of self-driving cars and an agreement to sell 1,000 GPUs to drugmaker Eli
Lilly (LLY). Nvidia also said it is working with Nokia (NOK) to help develop
next-generation 6G cellular technology.
其他宣布包括：與Uber（UBER）合作打造自動駕駛車隊；向製藥商禮來（Eli Lilly，LLY
）出售1,000顆GPU；並與諾基亞（NOK）合作開發下一代6G行動通訊技術。
Nvidia also announced tie-ups with Palantir (PLTR) and Oracle (ORCL), as well
as telecom partnerships on a wireless 6G buildout, including Cisco (CSCO) and
T-Mobile (TMUS). The company also highlighted how its AI tech is powering
robotics initiatives from companies ranging from Amazon (AMZN) to Foxconn,
Caterpillar (CAT), and Belden (BDC), among others.
輝達同時宣布與Palantir（PLTR）及Oracle（ORCL）建立合作關係，並與Cisco（CSCO）
和T-Mobile（TMUS）等電信企業合作建設6G無線網路。公司還強調，其AI技術正驅動包括
亞馬遜（AMZN）、鴻海（Foxconn）、卡特彼勒（CAT）與Belden（BDC）等企業的機器人
計畫。
The company also announced a new open systems architecture, Nvidia NVQLink,
aimed at accelerating the development of quantum supercomputers, including
partners like Rigetti (RGTI) and IonQ (IONQ).
輝達還推出一項新開放系統架構——Nvidia NVQLink，旨在加速量子超級電腦的研發，合
作夥伴包括Rigetti（RGTI）與IonQ（IONQ）。
During his keynote presentation on Tuesday, Nvidia CEO Jensen Huang said the
company expects to realize $500 billion in GPU sales through the end of 2026.
The company's total revenue tallied just over $100 billion in the first two
quarters of this year.
在週二的主題演講中，輝達執行長黃仁勳表示，公司預期至2026年底可實現5,000億美元
GPU銷售額。今年上半年公司總營收已超過1,000億美元。
Nvidia also stands to benefit from a potential trade deal between the US and
China, which could see Nvidia resume sales of its chips in the Chinese market.
輝達也有望從美中潛在的貿易協議中受益，該協議可能讓輝達恢復在中國市場的晶片銷售
。
Its stock has been on a tear this year, climbing more than 50% year to date
and more than doubling since its lows back in April.
今年以來，輝達股價強勁上漲，年內漲幅超過50%，自四月低點以來更已翻倍。
The company's chips are the building blocks of the massive data centers that
cloud service providers, including Amazon, Google (GOOG, GOOGL), and Microsoft
(MSFT), are constructing worldwide.
輝達的晶片是全球雲端服務供應商（如亞馬遜、谷歌、微軟）建設大型資料中心的核心基
礎。
Nvidia has also been busy putting its own cash to work, investing up to $100
billion in OpenAI (OPAI.PVT), which is also one of its most important
customers.
輝達亦積極運用自有資金，投資高達1,000億美元於OpenAI（OPAI.PVT），該公司同時是
輝達最重要的客戶之一。
While Nvidia remains the AI chip leader, competition in the space is
increasing. Rival AMD (AMD) has signed a deal with OpenAI for up to 6
gigawatts worth of AI processors and inked a separate deal with Oracle for 50,
000 GPUs.
儘管輝達仍是AI晶片領導者，但競爭正日益加劇。競爭對手AMD（AMD）已與OpenAI簽署合
作協議，提供高達6吉瓦級AI處理器，並另與Oracle簽訂供應5萬顆GPU的合約。
Qualcomm (QCOM) has also announced that it's entering the AI data center
market with its own AI accelerator chips. Nvidia's customers, including Amazon
, Google, and Microsoft, are also increasingly developing and using their own
AI chips.
高通（QCOM）也宣布進軍AI資料中心市場，推出自家AI加速晶片。同時，輝達的主要客戶
——亞馬遜、谷歌與微軟——也正日益發展並使用自研AI晶片。
In the meantime, however, Nvidia is leaning further into the concept of
sovereign AI, which sees individual countries and companies build and develop
their own AI data centers.
然而，輝達正進一步押注「主權AI」（sovereign AI）的概念，鼓勵各國與企業自行建構
、發展屬於自己的AI資料中心。
心得/評論：
技術上擴展至量子與6G
政策上與美國政府緊密綁定
資本上逼近5兆美元門檻
AI時代的地緣政治核心企業
--
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※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1761687262.A.164.html
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