原文标题： Nvidia stock hits all-time high, nears $5 trillion market cap after slew of updates at GTC event 原文连结： https://www.aol.com/articles/nvidia-stock-hits-time-high-200333984.html 发布时间：Wed, October 29, 2025 at 4:04 AM GMT+8 记者署名：Daniel Howley 原文内容： 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 . 周二，辉达（NVDA）股价上涨5%，收於历史新高。该公司在华盛顿特区举行的GTC大会上 宣布了一系列产品更新、合作夥伴关系及投资计画，使其距离成为全球首家市值突破5兆 美元的公司仅一步之遥。 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. 这家AI晶片巨头的市值周二达到4.89兆美元，距离5兆大关仅一步之遥，而这距其於七月 成为首家收盘市值超过4兆美元的公司仅过了数月。 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. 在众多宣布中，辉达透露正与美国能源部合作建造七台新超级电脑，其中一台将搭载一万 颗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：与Uber（UBER）合作打造自动驾驶车队；向制药商礼来（Eli Lilly，LLY ）出售1,000颗GPU；并与诺基亚（NOK）合作开发下一代6G行动通讯技术。 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. 辉达同时宣布与Palantir（PLTR）及Oracle（ORCL）建立合作关系，并与Cisco（CSCO） 和T-Mobile（TMUS）等电信企业合作建设6G无线网路。公司还强调，其AI技术正驱动包括 亚马逊（AMZN）、鸿海（Foxconn）、卡特彼勒（CAT）与Belden（BDC）等企业的机器人 计画。 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). 辉达还推出一项新开放系统架构——Nvidia NVQLink，旨在加速量子超级电脑的研发，合 作夥伴包括Rigetti（RGTI）与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. 在周二的主题演讲中，辉达执行长黄仁勳表示，公司预期至2026年底可实现5,000亿美元 GPU销售额。今年上半年公司总营收已超过1,000亿美元。 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. 辉达也有望从美中潜在的贸易协议中受益，该协议可能让辉达恢复在中国市场的晶片销售 。 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. 今年以来，辉达股价强劲上涨，年内涨幅超过50%，自四月低点以来更已翻倍。 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. 辉达的晶片是全球云端服务供应商（如亚马逊、谷歌、微软）建设大型资料中心的核心基 础。 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. 辉达亦积极运用自有资金，投资高达1,000亿美元於OpenAI（OPAI.PVT），该公司同时是 辉达最重要的客户之一。 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. 尽管辉达仍是AI晶片领导者，但竞争正日益加剧。竞争对手AMD（AMD）已与OpenAI签署合 作协议，提供高达6吉瓦级AI处理器，并另与Oracle签订供应5万颗GPU的合约。 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）也宣布进军AI资料中心市场，推出自家AI加速晶片。同时，辉达的主要客户 ——亚马逊、谷歌与微软——也正日益发展并使用自研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，辉达正进一步押注「主权AI」（sovereign AI）的概念，鼓励各国与企业自行建构 、发展属於自己的AI资料中心。 心得/评论： 技术上扩展至量子与6G 政策上与美国政府紧密绑定 资本上逼近5兆美元门槛 AI时代的地缘政治核心企业 --

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