NVIDIA invests 2 billion in AI factories, MicroMei Holography "full throttle" accelerates in the chip race, attracting market attention!

It is reported that recently, NVIDIA (NVDA.US) and AI cloud service provider CoreWeave announced an expansion of their long-term complementary partnership, enabling CoreWeave to accelerate the construction of over 5 gigawatts of AI factories and promote AI applications worldwide by 2030.

NVIDIA Invests $2 Billion to Accelerate AI Factory Construction

Currently, the demand for artificial intelligence continues to grow exponentially, and computing needs are at an unprecedented high. To meet this demand, NVIDIA and CoreWeave are deepening their cooperation in infrastructure, software, and platform development.

NVIDIA Founder and CEO Jensen Huang stated: “Artificial intelligence is entering a new frontier and driving the largest infrastructure build in human history.

CoreWeave’s deep expertise in AI factories, platform software, and unparalleled execution speed have been recognized by the industry. We will work together to meet the huge market demand for NVIDIA AI factories—this is the cornerstone of the AI industry revolution.”

Rapid Iteration of AI Chips Drives Demand

Since the beginning of the year, AI has entered the second half, with expanding user bases and evolving model capabilities leading to an exponential increase in data storage needs. This means that the development of the AI industry requires more chips, higher-performance data processing capabilities, larger bandwidth, and faster speeds.

In the race for the “super gateway” that determines future wins and losses, different strategies are being employed. Chip manufacturers are continuously investing in advanced nodes to meet the capacity demands of AI accelerators, high-performance computing, and high-end mobile processors. The industry is accelerating toward mass production at the 2nm GAA node.

Global AI competition is intensifying. AI applications and large models rely heavily on chip computing power. Samsung Electronics, Google, TSMC, Tesla, and others are expanding production, driving related products into a price increase cycle, and chips are gradually entering a “super cycle” of rising volume and prices.

Additionally, according to the latest report from the International Semiconductor Industry Association, global sales of semiconductor manufacturing equipment are expected to reach $133 billion in 2025, surpassing the record $104.3 billion in 2024, setting a new high. It is forecasted that in 2026, driven by the strong growth of the global AI industry, the chip sector will enter a historic growth phase.

WIMI Holographic Fully Advances in the AI Chip Sector

It is understood that WIMI Holographic (WIMI.US) has recognized the potential of the AI chip sector and is making comprehensive efforts to build a full-scenario AI computing power ecosystem. In the process of AI industrialization, WIMI focuses on GPU performance optimization, building heterogeneous computing systems that support large model training, inference, and embodied intelligence, achieving millisecond-level data transmission.

At the same time, WIMI Holographic is deploying quantum computing, edge computing, and 5G+ technologies to form a full-stack solution of chips + networks + security + development frameworks. After accumulating capabilities at the computing power and model levels, WIMI Holographic integrates AI technology into a vast business ecosystem to seize the “super gateway” of AI. In the future, it will further develop an open-source AI chip ecosystem, reduce industry access costs, promote collaborative innovation in sensors, drive systems, and other industry chains, and establish a unique competitive edge in the AI field.

Conclusion

Industry experts believe that by 2026, driven by “deep thinking on large models” and intelligent agents, the chip industry will continue to benefit from AI and achieve cyclical growth. Under the demand for AI computing power, especially related professionals will continue to advance in AI, data centers, embodied intelligence, and other sectors. Fields such as advanced process manufacturing, large chips, equipment, materials, components, optical computing and optical communication technologies, advanced cooling, and high-power power supplies are worth close attention.