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20h ago

Nvidia Becomes First $5 Trillion Company on AI Orders, Government Projects

Investor enthusiasm followed guidance for $500 billion in GPU orders alongside new U.S. supercomputer projects.

An Nvidia logo and a computer motherboard appear in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
NVIDIA CEO Jensen Huang speaks on how AI infrastructure and AI factories that generate intelligence at scale are powering a new industrial revolution, at Washington Convention Center, Tuesday, Oct. 28, 2025, in Washington. (AP Photo/Manuel Balce Ceneta)
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Overview

  • Shares jumped as high as about $211 in early trading, lifting Nvidia’s value above $5.1 trillion just three months after topping $4 trillion.
  • CEO Jensen Huang said the company expects roughly $500 billion in GPU sales through 2026 and detailed plans to build seven AI supercomputers with the U.S. Department of Energy.
  • New deals included a $1 billion stake in Nokia to develop 6G networks, work with Uber on robotaxis, and an Eli Lilly partnership to build an AI drug‑discovery ‘factory,’ plus collaborations with Palantir and Oracle.
  • President Trump said he plans to discuss Nvidia’s Blackwell chips with China’s Xi Jinping this week, fueling investor hopes for some China exports despite existing U.S. curbs.
  • Global authorities have cautioned about stretched AI valuations, and Nvidia’s heavy index weight heightens market sensitivity as investors await its Nov. 19 earnings report.