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(Image credit: Nvidia) The market capitalization of Nvidia passed the $5 trillion mark on Wednesday, following a host of potentially lucrative deals and projects the company announced at its GPU Technology Conference event on Tuesday. The company's stock price continues to be driven by the broad interest towards artificial intelligence and Nvidia's unique position in the AI supply chain that now spans from humble chips for inference to gigawatt-scale data centers for massive AI training.
At its GTC 2025 conference in Washington, D.C., Nvidia made a number of announcements that could potentially bring tens, if not hundreds, of billions of dollars in revenue to the company in the coming years. Among the highlights announced by Nvidia are reference designs for gargantuan gigawatt-scale AI data centers that will let newcomers to build new AI factories using Nvidia blueprints and hardware; partnership with Palantir to build an integrated stack for operational AI; the deal with Uber to use Nvidia's Level 4 AGX Drive Hyperion platform for its fleet of autonomous robotaxis as well as adoption of the same platform by Mercedes, Stellantis, Volvo, Lucid, and Foxconn; NVQLink technology to attach Nvidia GPUs to quantum computers; partnership to build AI-RAN products with Nokia; contracts to build seven AI supercomputers for the U.S. government ; and plans to build AI-native 6G networks in the U.S. together with partners.
The new announcements place Nvidia at the center of the large-scale AI supply chain, which will drive demand for the company's hardware and software solutions. Nvidia's AI platform comprises numerous products, including GPUs, CPUs, DPUs, NVLink switches, and Ethernet and Infiniband solutions. If one wants to build an Nvidia-based cluster or data center for AI, they will inevitably procure plenty of Nvidia-designed hardware and software to build it and operate it.
Microsoft follows Nvidia's lead, surpasses $4 trillion market capitalization on soaring demand for cloud services, multi-front AI endeavors
Nvidia CEO bets $100 billion on OpenAI becoming a multi-trillion-dollar company
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-market-capitalization-hits-usd5-12-trillion-ai-powerhouse-is-the-first-company-in-history-to-hit-seismic-milestone#main
- https://www.tomshardware.com
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- Nvidia announces reference design for colossal gigawatt-scale Omniverse DSX data centers — single data center requires a nuclear reactor's worth of power genera
- Creative Labs revives Sound Blaster brand with modular audio hub — Re:Imagine is a tactile Stream Deck competitor, aimed at creators and audiophiles
- US and Japan move to loosen China’s rare earths grip — nations partner to build alternative pathways to power, resource independence
- Nvidia's market capitalization hits $5.12 trillion — AI powerhouse is the first company in history to hit seismic milestone
Informational only. No financial advice. Do your own research.