Overview
- Nvidia’s market value reached about $5.05 trillion after shares traded near $207.80–$207.86, making it the first company to hit the $5 trillion mark.
- CEO Jensen Huang said Nvidia has $500 billion in reservations for AI processors and will build seven new supercomputers for the U.S. Department of Energy.
- The company detailed fresh deals, including a robotaxi partnership with Uber, a $1 billion investment in Nokia focused on 6G work, and a planned $100 billion partnership investment with OpenAI to add at least 10 gigawatts of AI data-center capacity.
- Investors are watching U.S.–China export-policy discussions, with President Trump saying he plans to speak with China’s President Xi about Nvidia’s advanced chips including Blackwell.
- Central-bank and IMF officials have warned about the risk of an AI-fueled stock bubble as Nvidia’s valuation now tops the GDP of India, Japan, and the United Kingdom, underscoring its outsize influence on major equity indexes.