Nvidia (NVDA) stock jumped nearly 4% on Monday as the chipmaker announced it will invest up to $100 billion in OpenAI as part of a new partnership. Nvidia said in its announcement that the partnership will allow OpenAI to deploy “at least 10 gigawatts” of compute capacity from the chipmaker’s AI systems to train and run the ChatGPT-maker’s next generation of artificial intelligence models. The first phase of that compute capacity utilizing Nvidia’s upcoming Vera Rubin platform is set to come online in the ...

Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks You Should Not Ignore. On September 15, Macquarie initiated the stock with an Outperform rating and $420 price target. The firm believes that Broadcom is well positioned for artificial intelligence. “We believe Broadcom should trade at a premium to industry peers with 1) strong growth outlook, 2) a strong ~34% dividend CAGR [compound annual growth rate] in recent years, and 3) long-term strategic planning supported by a unique management incentive plan” ...

市值里程碑 - 公司成为首家市值突破4万亿美元的芯片制造商 标志着人工智能革命核心企业的历史性成就 [1] - 7月9日股价短暂突破该象征性门槛后收于163美元附近 单日涨幅近2% 推动纳斯达克综合指数创历史新高 [1] - 市值从2021年的5000亿美元飙升至近4万亿美元 四年间实现近八倍增长 [3] 行业地位与影响力 - GPU产品被视为AI开发领域的黄金标准 公司已成为AI行业风向标和华尔街计算未来的首选投资标的 [4] - 当前市值超过英国全部上市公司总和 高于加拿大与墨西哥股市市值之和 仅次于苹果和微软 [5] - 占标普500指数总值的7% 与苹果等五大科技巨头合计占指数28% 其市值等同于标普500中216家最小公司总和 [6] 业绩驱动因素 - AI芯片需求激增推动季度营收从72亿美元飙升至441亿美元（两年间增长513%） 毛利率超70%彰显定价权 [8] - 微软 亚马逊 Meta等科技巨头加速建设数据中心 持续抢购高端处理器 [7] 供应链与地缘战略 - 计划在亚利桑那州和得克萨斯州建设超100万平方英尺生产基地 12-15个月内启动Blackwell芯片量产 [12] - 应对关税风险将部分供应链迁回美国 但特朗普政府对华125%关税政策仍引发半导体板块波动 [10][11] 技术面表现 - 股价从4月初85美元低点反弹89% 7月9日收报162 82美元 日涨幅1 76% 维持强劲上行趋势 [13] 竞争挑战 - 中国DeepSeek仅用2000块H800芯片开发低成本AI模型 引发市场对低算力基础设施可行性的担忧 曾导致股价单次下跌20% [9]