Nvidia’s Rally Continues – Is the $5 Trillion Club Next?

Nvidia extended its winning streak Friday, closing in on record highs and reclaiming the title of the world’s most valuable company.
The chipmaker’s stock has surged 66% since April, lifting its market cap to around $3.8 trillion—overtaking Microsoft and Apple.
Wedbush analyst Dan Ives projects Nvidia and Microsoft will reach $4 trillion in valuation this summer and could touch $5 trillion within 18 months.
The rally comes despite export restrictions targeting Nvidia’s China-bound AI chips. CEO Jensen Huang recently warned that the lack of a grace period effectively cut the company off from a $50 billion Chinese market. He said recent earnings would have been stronger if sales to China had continued.
At Nvidia’s shareholder meeting this week, Huang spotlighted robotics as the company’s next major growth engine. While the automotive and robotics division made up just 1% of revenue last quarter, Huang envisions a future powered by Nvidia technology—spanning autonomous vehicles, industrial robots, and smart factories.
With momentum building across AI and robotics, Nvidia is positioning itself as the backbone of the next digital revolution.