The article discusses the surge in Nvidia’s stock price, driven by speculation that the company has secured a major customer for its H100 artificial intelligence (AI) chips. UBS analysts believe the mystery customer is likely Microsoft, which could potentially use Nvidia’s chips to power its AI offerings. The analysts estimate that a deal with Microsoft could generate $3 billion to $5 billion in revenue for Nvidia in 2024. Nvidia’s H100 chips are designed for AI workloads and are expected to be a key driver of the company’s growth in the coming years. The potential deal with Microsoft highlights the increasing demand for AI hardware and Nvidia’s position as a leading provider of AI chips. The article also mentions that Nvidia’s stock has risen by over 80% this year, driven by the AI boom and the company’s strong financial performance.