BlockBeats News, April 25th. This morning, the U.S. stock market closed (April 24th) with NVIDIA rising over 4%. The market value exceeded $5 trillion again after nearly 6 months, driven by a surge in AI demand.
Intensive signals from the industry chain: Intel stated that the industry's potential scale is approaching $1 trillion, while TSMC indicated strong demand for high-performance computing and AI, with continuous capacity tightness.
Hash rate prices are synchronously rising, with H100 leasing prices increasing by nearly 40% in six months, Blackwell chip rental prices rising by about 48% in two months, and cloud providers initiating a price hike cycle, reflecting a continuous tightening of high-end hash rate supply. However, with the launch of new models such as DeepSeek and the accelerated adaptation of domestic hash rate, NVIDIA also faces potential competitive pressure in the AI hash rate field.
