Nvidia set a historic record, becoming the first company in the world whose market capitalization reached $5 trillion

This milestone was surpassed just four months after the company first reached $4 trillion, joining an exclusive club that also includes Microsoft and Apple.

Factors driving rapid growth:

• Announcements of new deals. CEO Jensen Huang announced strategic partnerships with giants such as Samsung Electronics and Hyundai Motor, as well as a $1 billion investment in Nokia for joint work in the field of AI. This caused a sharp rise in Nokia’s stock price.
• Optimism about the Chinese market. Investors were encouraged by the news that Donald Trump might discuss with Xi Jinping the supply of a simplified version of the flagship Blackwell chip to China.
• Confidence in future revenues. Huang stated he expects Blackwell chips and their successors to bring the company $500 billion in revenue, dismissing rumors of an AI market “bubble.”

Nvidia’s impact on the market is colossal. The company is considered the undisputed leader of the AI boom. Since the beginning of 2025, its shares have increased by 50%, accounting for nearly a fifth of the growth of the S&P 500 index, eloquently demonstrating its key role in transforming the global economy.