NVIDIA: In 2024, the top four Hyperscalers purchased 1.3 million Hopper chips, and in 2025, they purchased 3.6 million Blackwell chips.Risk Warning and DisclaimerThe market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

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SMCI

Jensen Huang of NVIDIA announced at the GTC conference that the four major cloud service giants have purchased 1.3 million Hopper chips in 2024 and will purchase 3.6 million Blackwell chips in 2025. Market risk warning: investment should be cautious, and this article does not constitute personal investment advice. Users should make investment decisions based on their own circumstances

- On March 18, 2025, NVIDIA CEO Jensen Huang delivered a keynote at the GTC 2025 event, discussing the evolution of AI technology and the upcoming era of agentic AI.  
- He announced the launch of the Blackwell architecture, highlighting significant increases in computing demand and the collaboration with General Motors for autonomous vehicle development.  
- Huang emphasized the transformative potential of AI across industries, predicting that data center capital expenditures could exceed $1 trillion by 2028.

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Jensen Huang's NVIDIA GTC keynote speech: This year, four cloud service giants have purchased 3.6 million Blackwell chips