NVIDIA becomes the first company in the world to reach a $5 trillion valuation

American graphics processor developer NVIDIA has set a new historic record: the company’s market capitalization has surpassed the $5 trillion mark for the first time. The sharp rise in its stock on the NASDAQ exchange has strengthened its position as the global technology industry leader and marked a new milestone in the development of the artificial intelligence market.

The path to a historic record

NVIDIA’s market value reached a new peak thanks to unprecedented demand for its graphics processors, which are used to train and operate artificial intelligence systems. Since the beginning of 2025 alone, the company’s shares have risen by more than 50%.
CEO Jensen Huang announced record orders for AI chip deliveries worth about $500 billion and the construction of seven supercomputers for the U.S. government. These statements boosted investor confidence and triggered another surge in the market. The main reasons behind the rapid growth of NVIDIA’s capitalization include:

• steadily growing demand for artificial intelligence solutions;
• the development of next-generation cloud computing and data centers;
• successful production diversification and new chip architecture design;
• support from major clients — Microsoft, Amazon, Alphabet, and Meta;
• the expected conclusion of trade agreements between the U.S. and China.

This combination of factors has made NVIDIA a key player in the technologies of the future. The company has effectively become an infrastructure supplier for global AI platforms, with its innovations forming the foundation of new generations of digital services and tools.

Risks and market impact

NVIDIA’s capitalization now exceeds that of Microsoft and Apple, which previously held the top positions. Its success reflects a global trend toward the adoption of AI, but analysts warn of increasing risks. The rapid rise in share prices has already sparked talk of a possible artificial intelligence bubble. The key challenges the company may face, according to experts, include:

• dependence on a limited number of large clients;
• political instability in U.S. export control policy;
• technological competition with AMD, Intel, and Asian manufacturers;
• a potential slowdown in AI investments if market expectations shift.

Despite these threats, analysts note that NVIDIA maintains a strong advantage thanks to its robust scientific and engineering base and its global partnership network. The company is already investing billions of dollars in expanding production capacity and developing new types of energy-efficient processors.

Political context and NVIDIA’s future

Relations between the U.S. and China continue to play an important role in the company’s trajectory. Restrictions on the export of advanced chips remain a serious barrier, but NVIDIA has managed to adapt by releasing modified processors for the Chinese market that comply with U.S. regulations.

The company’s leadership emphasizes that America’s technological leadership depends directly on maintaining global openness to innovation. Jensen Huang has repeatedly stated that excessive restrictions could weaken the positions of U.S. developers if they are forced to move research abroad. Among NVIDIA’s near-term priorities are:

• expanding cooperation with U.S. government agencies;
• developing new chip architectures for next-generation AI systems;
• increasing investments in European and Asian production sites;
• creating proprietary tools for managing AI infrastructure.

According to analysts, the company aims not only to maintain its leadership but also to build a comprehensive ecosystem that unites developers, research institutions, and business partners worldwide. Reaching the $5 trillion mark has become an important symbol of a new era in the global economy. NVIDIA has secured its status not merely as a chip manufacturer but as a key player in shaping the digital future. Experts believe that in the coming years, companies like NVIDIA will define the course of artificial intelligence, robotics, and high-performance computing. And although the market remains volatile, this achievement has already entered history as one of the defining technological breakthroughs of the decade.