#分享美股交易赢英伟达股票 #Gate正式推出股票交易 Nvidia's stock price soars wildly, the market votes with capital in favor of Nvidia's future

1. The speech ends, stock prices surge, and the market votes with capital in favor of Nvidia's future

On June 1st, Jensen Huang delivered the core speech at GTC 2026 held in Taipei. Before the US stock market opened, Nvidia's stock price moved first, continuing to rise during the session, ultimately closing up over 6%, with a single-day market value increase of more than $300 billion, setting a recent record for the strongest single-day performance.

After this press conference, positive sentiment quickly spread to global capital markets. The Taiwan stock PC industry chain and semiconductor foundry companies surged, A-share AI PC and computing chip sectors hit daily limit-ups, and US AI tech stocks collectively strengthened. A market rally driven by Nvidia's new product launch was simultaneously unfolding across global capital markets.

The intense reaction from capital markets is never just emotional hype but a re-pricing of companies' future growth expectations. Behind this stock price surge is Nvidia's comprehensive layout across four major tracks: PC terminals, data centers, intelligent software, and humanoid robots, marking Nvidia's official shift from a single GPU manufacturer to a full-stack AI tech giant, with long-term growth potential fully unlocked.

2. Four core layouts, dissecting the underlying logic behind Nvidia's rise

(1) Breaking through terminals: N1X AI PC chips, penetrating Intel and AMD's territory

The most disruptive product at this conference is the N1X (RTX Spark) AI PC processor jointly developed with Microsoft, Arm, and MediaTek. This integrated SoC chip based on Blackwell GPU and Arm architecture CPU features 128GB unified memory, focusing on AI intelligent agent operation capabilities at the edge. Jensen Huang defined it as a thorough reconstruction of the PC industry in 40 years.

For a long time, the PC chip market has been tightly controlled by Intel and AMD. Nvidia, while dominant in discrete graphics cards, has struggled to access the core processor market. The release of N1X signifies Nvidia's official opening of the complete chain from cloud computing power to terminal devices, leveraging the AI PC wave to penetrate the trillion-dollar consumer electronics market.

Dell, HP, Lenovo, and Microsoft have confirmed they will launch high-end models equipped with this chip in the fall, totaling over 40 terminal products. The large shipment expectations provide strong confidence for capital to bet on Nvidia.

(2) Upgrading computing power: Vera Rubin platform mass production, solidifying the data center foundation

Data center business has always been Nvidia's core revenue source. This conference officially announced mass production and delivery of the Vera Rubin full-stack AI supercomputing platform, further consolidating its monopoly position in the cloud computing market.

The hardware combination of Rubin GPU, self-developed Vera CPU, and 200Gb CPO optical switches, paired with NVLink 72 interconnection architecture, achieved breakthroughs with a 35-fold increase in inference performance and a 50-fold reduction in energy costs, while significantly shortening server deployment cycles. Leading AI companies like OpenAI and Anthropic have secured initial capacity, and demand for cloud providers' computing power will continue to grow.

Notably, Nvidia launched its first independent data center Vera CPU, filling a technical gap in CPUs and directly competing with Intel and AMD's server businesses. The future data center market landscape is expected to reshape. The supporting DSX AI factory platform can optimize computing resource scheduling, increasing chip deployment by 40% under the same power input, effectively reducing AI enterprise operating costs and strengthening customer stickiness.

(3) Building software barriers: full-stack tools for intelligent agents, creating industry ecosystem barriers

Beyond hardware, Nvidia's software layout is building an insurmountable ecological moat. The open-source Neotron 3 Ultra large model released this time adopts a hybrid SSM and MoE architecture, balancing inference speed and deployment costs, suitable for enterprise private intelligent agent scenarios.

For enterprise users, the NVIDIA Agent Toolkit enables zero-code construction of industry intelligent agent matrices. The open-source OpenClaw intelligent agent runtime system is akin to a foundational operating system for the intelligent agent era. This combination of software and hardware makes it difficult for enterprise clients to switch to other vendors once they join Nvidia's ecosystem, locking in long-term ecosystem benefits.

(4) Physical AI implementation: robots and autonomous driving, opening a second growth curve

Humanoid robots and autonomous driving are Nvidia's next golden tracks. The Isaac Groot humanoid robot reference design based on the Jetson Thor platform significantly lowers R&D barriers for enterprises and accelerates commercialization; Cosmos 3 world model provides a general intelligence foundation for robots, addressing perception and decision-making shortfalls.

In autonomous driving, the Hyperion platform continues to upgrade, with domestic automakers like Xiaomi, BYD, and Geely fully adopting it. It is expected that this year, the production capacity of vehicles equipped with this system will exceed 18 million, and the scale profit turning point is approaching. The explosive growth of physical AI will provide Nvidia with stable long-term growth momentum.

3. Deep game in the capital market: AI industry pricing power tilts toward Nvidia

From the stock performance, it’s clear that global capital is re-evaluating the core logic of the AI industry. Previously, the market focused on short-term supply and demand for computing chips; now, it emphasizes the company's full industry chain integration capability.

Nvidia is gradually gaining pricing power in the AI industry through hardware iteration, software ecosystem construction, and terminal scenario deployment. Whether it’s cloud computing procurement, AI PC, or robot commercialization, all are deeply tied to Nvidia’s technology system. Goldman Sachs and other institutions have raised target prices based on Nvidia’s long-term industry monopoly position.

However, behind the celebration, risks cannot be ignored. Intel and AMD will inevitably accelerate technological counterattacks, and uncertainties in semiconductor supply chain policies worldwide exist. Fluctuations in AI industry demand could also impact future performance. The high expectations in capital markets mean Nvidia must continuously deliver on its technological and product promises; if progress falls short, stock prices are likely to experience significant corrections.

4. Conclusion

A speech at Taipei GTC and a market value surge reflect decades of Nvidia’s technological accumulation. In the wave from large models to intelligent agents, Nvidia is capturing the industry high ground through full-stack deployment.

In the future, Nvidia’s stock price will ultimately return to performance realization, and the evolution of the AI industry landscape will usher in a new round of reshuffling as Nvidia’s strategies take effect. For investors and industry practitioners, understanding the underlying logic and rationally viewing market enthusiasm are the core principles for navigating this AI revolution.