Nvidia Hits $5 Trillion Valuation, Setting a Wall Street Record
Nvidia announced a partnership with the U.S. Department of Energy to build seven supercomputers — including one equipped with 10,000 GPUs.
Quick overview
- Nvidia's stock has surged 50% this year, making it the first company to surpass a $5 trillion market valuation.
- The company's growth is driven by high demand for its AI chips and strategic partnerships announced at the GTC conference.
- Nvidia is collaborating with the U.S. Department of Energy to build supercomputers and has formed alliances with various tech companies.
- Despite competition, Nvidia projects $500 billion in GPU sales by 2026, maintaining its position as the leader in the AI chip sector.
Nvidia’s stock has already surged 50% so far this year, widening its lead over competitors.
The company has become the first in history to surpass a $5 trillion market valuation, driven by a new rally and soaring demand for its artificial intelligence chips. Shares climbed as much as 3.4% on the day, extending their remarkable year-to-date gains.
The milestone follows a series of strategic announcements made at the company’s GTC conference in Washington, where CEO Jensen Huang unveiled an ambitious vision: Nvidia’s AI infrastructure and so-called “AI factories” are powering a new industrial revolution.
During the event, Nvidia announced a partnership with the U.S. Department of Energy to build seven supercomputers — including one equipped with 10,000 Blackwell GPUs — as well as collaborations with Uber on autonomous vehicles, Eli Lilly in biotechnology, and Nokia on 6G network development.
New Developments Lift Wall Street Sentiment
Nvidia also introduced NVQLink, an open architecture designed to accelerate quantum computing in collaboration with companies like Rigetti and IonQ, while strengthening ties with tech giants such as Palantir, Oracle, Cisco, and T-Mobile.
Investor enthusiasm was further fueled by comments from President Donald Trump, who announced plans to meet with Huang to discuss Blackwell chips — some of which may soon be approved for export to China.
Although Nvidia has not made recent sales in that market, negotiations are underway for an agreement that would allow exports with a 15% revenue tax.
Limitless Potential
In its most recent presentation, Huang projected $500 billion in GPU sales by 2026, following revenue of over $100 billion in the first half of 2025.
Despite intensifying competition from AMD, Qualcomm, and even some of its own clients developing AI chips, Nvidia remains the undisputed leader in the sector.
With a market capitalization of $5.12 trillion, Nvidia now stands well ahead of Apple and Microsoft (each at around $4 trillion), Alphabet ($3.25 trillion), Amazon ($2.44 trillion), and Meta Platforms ($1.88 trillion).
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