Surge in AI Demand: Nvidia's Market Value Reaches $5 Trillion, Computing Prices Continue to Rise

On April 25, U.S. stocks closed (on the 24th) with Nvidia rising over 4%, marking a return to a market value of $5 trillion for the first time in nearly six months, driven by a surge in AI demand. Signals from the industry are intensifying: Intel claims the potential market size is approaching $1 trillion, while TSMC reports strong demand for high-performance computing and AI, with capacity remaining tight. Computing prices are also on the rise, with H100 rental prices increasing nearly 40% over the past six months and Blackwell chip rentals rising about 48% in two months. Cloud providers have also begun a price increase cycle, reflecting the ongoing tightening of high-end computing supply. However, with new models launched by companies like DeepSeek and accelerated adaptation of domestic computing power, Nvidia is facing potential competitive pressure in the AI computing sector.