Nvidia

Nvidia has surpassed Apple to become the most valuable company on Wall Street, driven by its key role in AI infrastructure, with a market cap of $3.43 trillion. Its stock has soared over 850% since 2022, and analysts predict continued growth as AI demand remains strong.

华尔街投资人彼得·希夫对比特币投资者提出警告，提醒他们留意特朗普可能的抛售行动，并强调黄金牛市尚处于起步阶段。

周五交易中，Nvidia（辉达）股价一度突破144美元，市值达3.53万亿美元，暂时超过苹果的3.52万亿美元，成为全球市值最高的公司。Nvidia股价持续走高的背后，究竟有哪些关键因素推动？

近期，半導體巨頭 Intel 與 AMD 聯手組建 x86 聯盟，這一動作引發市場熱議。業內分析認為，該聯盟旨在應對 Arm 架構處理器對 x86 市場的衝擊，但背後也可能意在削弱 NVIDIA 在 AI 領域的影響力。對此，NVIDIA 執行長黃仁勳表態，對該聯盟表示認可，認為此舉將有助於維持 x86 架構的穩定發展。

在旧金山举办的 Hello World 活动中，World Network（原名 Worldcoin）的联合创始人 Alex Blania 和 Sam Altman 公布了项目的最新进展，包括更高效的身份验证设备、新一代区块链主网以及扩展至台湾的计划。此次更新将加速全球推广，推动该项目迈向全新的阶段。

AI 新创公司 Featherless.Ai 创办人 Eugene Cheah 最近撰文指出，NVIDIA 旗舰级 AI 芯片 H100 GPU 的租赁价格从最高峰的每小时 8 美元暴跌至 2 美元左右。文章分析了这一价格下降背后的多重因素，包括市场供需变化和技术发展。

Taiwan's use of AI for tracking tropical storm Bebinca is proving highly effective, surpassing traditional methods in accuracy. The AI models, which also excelled with Typhoon Gaemi earlier this year, are revolutionizing typhoon prediction and response.

Due to the antitrust investigation by the US Department of Justice, Nvidia's stock price fell sharply. On September 3, Nvidia's stock price fell 9.5% to close at US$108, resulting in a reduction of approximately US$278 billion in its market value.

The latest report from the US "Wall Street Journal" claims that Chinese artificial intelligence developers have found a way to use the most advanced American chips without bringing them to China. The report pointed out that Chinese artificial intelligence developers work with middlemen to obtain overseas computing power and sometimes use technology from the cryptocurrency world to hide their identities.

According to analysis by Wall Street experts, billionaires are selling Nvidia shares and instead buying index funds that may soar 83,000%.