AI keeps surging ahead! What new information is brewing?
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Core Conclusion: Nvidia has given a super “conservative” (so far, at least) $500 billion revenue guidance. AI technology is accelerating empowerment of industries such as communications, quantum computing, factory manufacturing, and autonomous driving. A series of factors, such as the upward revision of 1.6T optical module revenue, are igniting another explosive surge in AI. Jensen Huang is pushing the industry to the limit, while giants like Microsoft and OpenAI remain closely linked. AI has already become the ultimate race: go crazy or be eliminated.
Which specific sectors in the industry chain will fully benefit from this upgrade wave?
I. What happened? Nvidia breaks $5 trillion
Trump stated he would "talk about exporting Blackwell chips" during his meeting in Korea, and he is scheduled to meet Nvidia CEO Jensen Huang on Wednesday. The positive news of potential exports to the Chinese market drove Nvidia to a new all-time high, surging 8% overnight.
Source:WIND
Last night, Jensen Huang gave a stunning performance forecast at Nvidia’s GTC conference: over the five quarters ending in 2026, Nvidia will achieve more than $500 billion in revenue, with about 20 million Blackwell chips shipped. Compared to the previous cycle's Hopper chip shipment of 4 million, this is a fivefold increase.
Additionally, Microsoft announced a new agreement with OpenAI, obtaining a 27% stake in OpenAI worth about $135 billion; OpenAI will further purchase Azure services valued at $250 billion. This further fuels the market's frenzy for AI investments and valuations.
Previously, in our VIP article "Optical Module Soars," we noted that many securities firms such as CICC Lyon and JP Morgan have raised their 2026 demand forecast for optical modules to 20 million units. For 2025, the quantity of 1.6T optical modules is expected to rise from the previous forecast of 1.5 million to 2.4 million, mainly because CSPs (large cloud providers) are adopting Ethernet scalable networks in ASIC scale-out networks featuring near-package optics (NPO), driving up optical module demand. This matches Jensen Huang’s optimistic comments at the GTC conference. Both buyers and sellers need to adjust their performance models based on the latest revenue guidance and shipment figures from the past week.
II. Why is it important? The industry boom continues
In addition to the optimistic guidance for GPU shipments, Nvidia is accelerating efforts to empower various industries with AI, tying up with key giants to solidify demand for its chips and its market position.
For example, it invested $1 billion in equity in Nokia to develop AI technology for 6G communications platforms. Based on the 6G connection, Nvidia aims to directly build cloud computing platforms, challenging traditional giants like Amazon. Institutions estimate that by 2030, the AI-RAN market size will cumulatively exceed $200 billion. This technology will support AI-native devices such as autonomous vehicles, drones, AR, and VR glasses, providing local computing power and opening up new growth for operators in the future.
NVQlink represents Jensen Huang's forward-looking layout for quantum computing, linking quantum processors, GPUs, and CPUs at high speed. It already covers 17 quantum computing companies and has the potential to become the CUDA of the quantum computing field, maintaining Nvidia’s monopoly platform advantage. Nvidia also launched the Bluefield-4 operating system to support AI factories; DRIVE Hyperion’s autonomous driving platform empowers major automakers to develop autonomous driving technology.
This series of ambitious products, technologies, and platforms means that Nvidia's AI-driven growth is far from over, not even slowing down. Just as the internet transformed every industry, AI may continue to reshape operations and business models across sectors and companies in the coming years. The technological upgrade is unstoppable, capital expenditure is still growing, and which industry segments have huge marginal opportunities?
III. What's next? Which segments have opportunities
We believe that the following industry segments still have outstanding advantages and high-growth opportunities in the future.
The first sector: optical modules. The technological iteration and upgrade of the industry continues, from 400G to 800G to 1.6T, with value rising along with capital expenditure for AI. Leading companies with large market share are still worth attention. In our VIP article "Optical Modules Surge! What New Information is Brewing?", we outlined the industry's iterative logic.
The second sector: energy storage. Due to the large-scale expansion of AI infrastructure and the cyclical mismatch with the US power grid, many leading data centers need to procure energy storage to stabilize their services. Whether it's CATL’s Q3 earnings call or Sungrow’s explosive growth in energy storage in Q3, all point to an upcoming breakout in the energy storage industry. This is the start, not the end, of an industry wave. On September 29 in our VIP article "Energy Storage Explodes! AI Expansion Unexpectedly Ignites Sector Growth" we identified key leading companies.
The third sector: nuclear energy. The White House reached an $80 billion investment deal with the owner of Westinghouse Electric to use funds from the US-Japan trade agreement to build a batch of nuclear reactors in the US. This sum is estimated to be enough for eight Westinghouse AP1000 nuclear power plants. In our VIP article "Electricity! The Next Core of AI’s Leapfrog Development" we listed key companies and beneficiaries.
The sustained growth of segmented industry chains essentially continues to benefit from capital expenditure by Nvidia, tech giants, and sovereign states amid the AI boom. Growth has not peaked; the bubble continues.
Risk warning and disclaimerThe market has risks, and investment requires caution. This article does not constitute individual investment advice, nor does it take into account the individual user’s particular investment objectives, financial situation, or needs. Users should consider whether any opinions, viewpoints, or conclusions in this document fit their own circumstances. Investment is at your own risk. ```