NVIDIA’s move into the AI PC and robotics markets ignites a rally in tech stocks; Gate stock trading officially launches to seize global investment opportunities.

Nvidia's Major Announcement Sparks a New Wave of AI Tech Stock Rally

(Source: Nvidia)

The AI industry boom continues to heat up, and Nvidia’s latest series of major announcements once again become the market focus. At the Taipei GTC conference, Nvidia CEO Jensen Huang announced that the Vera Rubin platform has officially entered full-scale mass production, along with the launch of the new Vera CPU and Nemotron 3 Ultra AI models, further expanding the AI ecosystem. After the news was released, Nvidia’s stock price surged over 6%, driving the overall tech sector higher.

Market analysts believe this not only indicates sustained growth in data center demand for AI but also shows Nvidia is actively expanding its growth trajectory, extending from AI chips into personal computers and robotics markets.

RTX Spark Debuts, The AI PC Era Officially Begins

(Source: Nvidia)

One of the most anticipated products in the market is Nvidia’s RTX Spark processor, designed specifically for Windows platforms, aiming to become the core computing platform for the next-generation AI PCs. Nvidia stated that RTX Spark will power the world’s first computers built specifically for personal AI intelligent agents and will collaborate deeply with Microsoft to promote the development of the AI PC ecosystem.

As AI functions gradually shift from the cloud to end devices, the market generally believes that AI PCs will become a major industry trend in the coming years. This has also renewed investor interest in the PC supply chain.

Following the announcement:

• Dell (DELL) stock rose over 10%
• HP (HPQ) increased more than 8.5%
• Arm (ARM) surged nearly 16%

This indicates that the market is actively betting on a new wave of hardware upgrades driven by AI PC demand.

Vera CPU Challenges Traditional Market Structure

In addition to AI PCs, Nvidia’s Vera CPU launch has also attracted significant market attention.

According to official information, OpenAI, Anthropic, and SpaceX have confirmed as the first enterprise clients deploying Vera CPUs. This signifies that Nvidia is no longer just a leader in AI GPUs but is also further penetrating the CPU market, competing with existing industry players.

Affected by this news, some traditional chip companies’ stocks experienced pressure:

• Intel (INTC) fell nearly 5%
• Qualcomm (QCOM) declined nearly 9%

In the future, competition in AI infrastructure markets will no longer be limited to GPUs but will extend to CPUs, AI software, and computing platforms across broader fields.

Nvidia Enters the Robotics Market, Expanding AI Application Scope

Beyond data centers and AI PCs, the robotics industry has become Nvidia’s next strategic focus. At this GTC conference, Nvidia announced a partnership with Unitree Robotics to officially enter the robotics market.

As generative AI and autonomous decision-making technologies mature, intelligent robots are seen as one of the key application scenarios for AI commercialization in the future. From data centers, enterprise AI, personal AI assistants to robotics, Nvidia is trying to build a complete AI ecosystem, which keeps the market highly optimistic about AI’s long-term growth potential.

AI Boom Boosts Demand for Tech Asset Trading

With the continuous spread of AI themes, more investors are paying attention to opportunities in global tech companies. Besides Nvidia, companies like Dell, Arm, IBM, Snowflake, and HPE have also recently gained market attention due to AI themes. As industry news, product launches, and earnings reports continue to influence market trends, demand for cross-market investment tools is also rising. How to participate more quickly in the growth opportunities of global tech companies has become a concern for many investors.

Gate Stock Trading Officially Launched, Opening a New Cross-Market Investment Experience

To meet users’ needs for global asset allocation, Gate has officially launched stock trading services, further connecting the crypto asset market with traditional financial markets.

Through the Gate app, users can directly trade stocks and ETFs from major U.S. exchanges using USDT, without needing to open an overseas brokerage account or go through complicated USD conversion processes, enabling buying, holding, and managing investments seamlessly.

With a single platform, investors can manage digital assets and stock investments simultaneously, improving asset allocation efficiency.

What Are the Features of Gate Stock Trading?

1. Participate directly with USDT Traditional cross-border investments often involve bank wire transfers, foreign currency exchanges, and cross-border fund transfers. Gate stock trading allows users to directly use USDT to participate, greatly simplifying the funding process and improving capital utilization.

2. Support over ten thousand stocks and ETFs The platform currently supports over ten thousand stocks and ETFs, covering NYSE, Nasdaq, NYSE Arca, NYSE American, and BATS. Besides popular tech companies, it also includes diversified industries and index ETFs, offering more comprehensive asset allocation options.

3. Stock trading, not token mapping Many stock token products on the market are based on RWA (Real-World Asset) mapping models, but Gate stock trading provides actual stock market participation opportunities, allowing users to access real market assets rather than just price-mapped assets.

4. Access to liquidity from major exchanges The platform can access liquidity from major exchanges during trading hours and provides the best bid and ask prices nationwide (NBBO), helping investors execute trades closer to market prices and improve trading efficiency.

Summary

From Vera CPU and RTX Spark to robotics expansion, Nvidia continues to broaden its AI industry footprint, reigniting market interest in tech stocks. As AI applications continue to expand, growth opportunities for related companies are gradually extending from data centers to personal computers, software platforms, and robotics. Facing a rapidly changing market environment, investor demand for cross-market asset allocation and efficient trading tools is also rising.

The official launch of Gate stock trading further bridges the gap between crypto assets and global stock markets, allowing users to directly participate in over ten thousand stocks and ETFs with USDT, capturing global investment opportunities in the AI era through a single platform.