NVIDIA Surpasses $4 Trillion, Jensen Huang's Wealth Exceeds Warren Buffett's! Which 'Key Players' in the AI Ecosystem Are Worth Watching?

Last week, Capital Markets saw the history — $NVIDIA(NVDA.US)$ Becoming the first $4 trillion company to hit the market is a new milestone in the history of Global, Technology, and US stocks.

At the same time that NVIDIA CEO Goldman has reached a historic high on the Company's Market Cap, other personal wealth has risen to new heights, and the company's supergiant Banffitt has risen to the 9th largest fortune in the world.

Looking ahead to this week, according to market news, Huang Jen-Hun will hold a media hair salon in Beijing on July 16, which will be Huang Jen-Hun's third visit this year. Investors should pay attention to the appearance of Wong Yan Hun.

According to a report by the United Kingdom Financial Times, Hong Kong's launch of an initiative to remove the sale of NVIDIA's new products will re-apply to long-term contractors in the Chinese market.

NVIDIA Shatters $4 trillion Market Cap, What's It Like?

UK has become the number one company with a Market Cap of US$4 trillion. This mileage figure corresponds to 3.6% of the Global GDP, surpassing the Global GDP ratios of the United Kingdom (3.2%), France (3.1%) and Germany (2.8%) as a whole.

According to the International Institute for the Study of Artificial Intelligence at CHIA, NVIDIA Market Cap has reached US$4 trillion, reaching the same level as India's largest economy. This is not just a change in the rules of the game in the Capital Markets, but rather a thorough wash in the structure of the global economy.

Capital Markets have repriced NVIDIA as a reflection of investors starting to rethink the value of the underlying facilities. AI is not just a benchmark for the new era, but the Capital Markets' insight into the combination of resource scarcity and value.

What other companies are worth paying attention to?

DeepSeek's early growth led investors to lose track of the need for energy. However, the capital expenditure data of global Technology companies for 2024-2025, as well as the new provisions of NVIDIA's New Moor Statute, Sovereign AI, and Robotics, will quickly come to light.

What is more important is that since this year, NVIDIA has been making an enterprise shift towards AI infrastructure. NVIDIA is not producing chips, but rather building AI infrastructure.

Yen-Hoon Wong also recently said that it is now entering the beginning of the “10-year AI infrastructure construction cycle”.

Against the backdrop of positive earnings and market sentiment, Wall Street continues to see a bullish trend following NVIDIA.

Loop Capital forecasts NVIDIA's Market Cap at $6 trillion, and puts the Market Cap at $6 trillion, and puts the target price on TargetPrice at $250. He stated in the Research Reports: “Our research shows that we are moving into the next wave of Genai generation AI (Gold Rush), and NVIDIA is at the forefront of the demand for stronger demand for this stock

At the same time, NVIDIA has not started an AI Gold Rush in its history, and investors are looking to the AI Industry Chain — from chip manufacturing to application circles — to developing and fabric-related symbols.

As you can see from the image above, from chips to public affairs, companies that side with AI are full of money-making effects.

Chip Companies

$Arm Holdings(ARM.US)$、$Taiwan Semiconductor(TSM.US)$、$Qualcomm(QCOM.US)$、$Applied Materials(AMAT.US)$、$KLA Corp(KLAC.US)$、$Teradyne(TER.US)$、$ASML Holding(ASML.US)$、$Marvell Technology(MRVL.US)$、$Broadcom(AVGO.US)$、$Lam Research(LRCX.US)$、$Analog Devices(ADI.US)$、$Advanced Micro Devices(AMD.US)$A NUMBER OF SEMICONDUCTOR COMPANIES HAVE ESTABLISHED TIGHT PARTNERSHIPS WITH NVIDIA, WHICH HAVE MADE UNPARALLELED PROFITS THIS YEAR.

Data storage company

Global storage chip giants$Western Digital(WDC.US)$ 、Storage giant $Seagate Technology(STX.US)$ Double-digit increases were also recorded during the year, totaling more than 47% and 73%, respectively. In addition, Flash Data Storage Solution Providers $Pure Storage(PSTG.US)$ WITH THE SAME VALUE IN MIND, THE COMPANY PREVIOUSLY PARTNERED WITH NVIDIA TO BUILD AI'S PREMIUM INFRASTRUCTURE FACILITIES.

Heat Management/Cooling

The blazing development of AI began in large data centers, and server overheating became a big problem. Working as a Designated Liquid Cooling & Cooling Supplier for NVIDIA $Vertiv Holdings(VRT.US)$ After this “rich day,” the share price rose more than 8% this year, and more than 8x since 2023.

Electrical Connection and Protection Solution Providers $nVent Electric(NVT.US)$ With year-over-year growth of more than 10%, Goldman Sachs now expects other data center racks and cabinets, cables, and power management and cooling solutions to help the company win more Business.

Server

It used to be quiet for a while, aided by the wave of generative AI $Dell Technologies(DELL.US)$ With the addition of AI Infant's line today, the share price is over 11% this year, and the company is partnering with NVIDIA to launch an all-new enterprise AI solution and launch a new PowerEdge server.

In addition, $Super Micro Computer(SMCI.US)$ UP 60% YEAR-ON-YEAR, THE COMPANY'S SERVERS ARE POWERED BY NVIDIA CHIPS, WHICH ARE KEY EQUIPMENT FOR TRAINING AND COMMANDING MOST AI MODELS.

Public Business/Power Solutions

In the wave of artificial intelligence, utilities are among the winners. Because it takes a lot of power to keep AI data centers running, the cry of “AI is power at the end of AI” started, and the “AI power share” craze is also on Wall Street.

One of the largest power producers and retail energy suppliers in the United States $Vistra Energy(VST.US)$ , THE LARGEST NUCLEAR E-COMMERCE IN THE UNITED STATES $Constellation Energy(CEG.US)$ and the largest photovoltaic power business $NRG Energy(NRG.US)$ The year-over-year growth was 43%, 44% and 68%, respectively.

Copper/Fiber Optic

However, the AI in the market is the sound dust of electricity, but behind this, there is often a key resource, namely copper — which includes copper in the electrical energy body (renewable energy sources). Addition to Global Copper Supply Shortage Factors, Last Year$Southern Copper(SCCO.US)$、$Freeport-McMoRan(FCX.US)$The cumulative increase was 15% and 22%, respectively.

In addition, $Credo Technology(CRDO.US)$ It is the starting point in the semiconductor circuit, focusing on providing high-speed interconnection solutions for data centers. With the explosion of AI large models and the need for cloud computing, the company's products are rapidly becoming mainstream standards. The company has grown by more than 46% this year.

This core technology greatly improves data transfer efficiency between Servers and GPUs, allowing data to run faster, more stable, and more power. These technologies not only meet the high performance requirements of AI models and computing, making CRDO an indispensable or missing part of the data center infrastructure. CRDO's customer base can contain tens of thousands of dollars, including Technology clusters such as Microsoft, Amazon and Tesla.

Other Partners

In addition to the companies mentioned above, in fact, include$Nutanix(NTNX.US)$、$Meta Platforms(META.US)$、$Netflix(NFLX.US)$、$Alphabet-A(GOOGL.US)$、$Palantir(PLTR.US)$、$Microsoft(MSFT.US)$Such software giants as well as cloud giants$Arista Networks(ANET.US)$、Cloud Data Solutions Factory$NetApp(NTAP.US)$They are also the beneficiaries of this “AI wave”.