🔥NVIDIA's market value returns to $5 trillion, with computing rental prices up 40% in half a year


On April 25th, the U.S. stock market closed with NVIDIA rising over 4%, and its market value once again surpassing $5 trillion after nearly six months. The explosive growth in AI demand has become the core driver, with Intel stating that the industry's potential scale is approaching $1 trillion, and TSMC indicating strong demand for high-performance computing and AI, with capacity remaining tight. Computing power prices are rising in tandem, with H100 rental prices increasing nearly 40% in half a year, Blackwell chip rentals up about 48% in two months, and cloud providers entering a price hike cycle. However, new models like DeepSeek are accelerating domestic computing power adaptation, and NVIDIA faces potential competitive pressure.
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