NVIDIA shares recorded a record in the updated AI optimism

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NVIDIA shares hit a record in a turning work for the chip company after a start of the output after a radiant start of the critic artificial intelligence technology on Wednesday.

The shares of the US chip designer exceeded 4 percent, Microsoft and Apple in January, but also exceeded the high intraday price in January, because in January, he exceeded the high intraday price in January.

Came as a rally Nvidia Chief Executive Jensen Huang, on Wednesday, the company’s annual joint-stock meeting gave a worldview about the ability to continue explosive over the next ten years. AI and robotics asked for “Multritrillion-dollar opportunity”.

“We are at the establishment of a ten-year AI infrastructure: the demand for sovereign AI is growing in the world,” he said.

NVIDIA, China’s DeepSeek progress has reconstructed the optimism around the exchange of concerns related to the continuity of the dominant position in the global AI infrastructure market of NVIDIA. That event About $ 600 billion has been removed from the market value of the company.

The shares also presented new restrictions on H20 AI, the US President Donald Trump Nvidia chips In trade contradictions with China.

The move was closed to the Chinese market where NVIDIA could reach $ 50 billion in the coming years. NVIDIA considers to redesign Blackwell chips to continue to serve the Chinese market in accordance with export control.

Futurum Group CEO Daniel Newman said the rally was “about the ability to move as fast as NVIDIA moves.”

“Although cloud providers such as Amazon and Microsoft want to build a unique integrated AI infrastructure, there is no situation in which the best technology is not in NVIDIA,” he said.

The threats of competitors such as AMD to get a market share for advanced AI chips “If there is a $ 400 billion market in the next four years.”

Nvidia is committed to the annual release of the AI ​​chips, and the Saudi Arabia and the UAE Sovereign Infrastructure Keeps a massive requirement, including a Vera Rubin, which is very demanding.

“NVIDIA comes in a wave of common chip,” he said. “Nvidia was too much for both of them.”