U.S. stock markets witnessed a significant rise in Nvidia's stock price, which surged over 4%, marking a new all-time high. The company's market capitalization has now exceeded $3.5 trillion, putting it close to Apple.
Reports indicate that Microsoft is the largest client of Nvidia's Blackwell GB200 chip. In the fourth quarter of this year, Microsoft's orders for these chips are expected to increase by 3-4 times, surpassing the combined orders of all other cloud service providers. Production expansion for the Blackwell chip is anticipated to start early in the fourth quarter, with shipments likely ranging from 150,000 to 200,000 units. By the first quarter of 2025, shipments are projected to rise significantly, reaching between 500,000 and 550,000 units, a growth of 200% to 250%.
Open-source securities noted that as of October 8, Microsoft's Azure cloud became the first to run the Blackwell system equipped with the GB200 AI server, integrating IB networks and liquid cooling. OpenAI has also received its first engineering versions of the DGXB200 servers, expected to drive a new wave of high computing power infrastructure, supporting the continuous iteration of generative AI.
According to financial theme libraries, relevant companies in the industry include Shinyu, which produces DAC copper cables widely used for data transmission in AI servers. Industrial Fulian began developing and mass-producing high-performance AI servers like Nvidia's H100 and H800 in 2023 and holds a significant market share in the shipments of next-generation AI servers featuring the Blackwell GB200 chip.
