Keithen Drury pointed out that the current top five companies by global market capitalization are NVIDIA ($5.27 trillion), Apple ($4.77 trillion), Google ($4.04 trillion), Microsoft ($3.66 trillion), and Amazon ($2.72 trillion). He believes that with the continuous advancement of artificial intelligence (AI) infrastructure construction, NVIDIA, as a pure-play participant in the AI sector, will see sustained growth in demand for its computing equipment. Its revenue is projected to increase by 70% next year, further widening the gap with competitors and solidifying its leading market capitalization position.