NVIDIA's market value once exceeded the $4 trillion door today. Many analysts pointed out that NVIDIA's growth story has not yet ended; with the decline in chip demand and the US AI chip export control experience, NVIDIA overcomes challenges...
NVIDIA's market value once exceeded the $4 trillion door today. Many analysts pointed out that NVIDIA's growth story has not yet ended; with the decline in chip demand and the US AI chip export control experience, NVIDIA overcomes challenges and clears its prospects, and ranks as a core position in the development of AI basic facilities construction for many years.
NVIDIA (NVIDIA), a large AI chip manufacturer, today became the world's first company with a market value of US$4 trillion, writing history. Despite the decline in the closing price and the market value dropped to $3.97 trillion, it ended the day as the "largest company in history" and surpassed the records created by Apple. Apple's market value was close to $3.9 trillion at the beginning of the year.
NVIDIA's market value exceeded US$1 trillion for the first time in June 2023, and then reached US$2 trillion in February 2024. It then joined the US$3 trillion club in June of the same year. This year, China's DeepSeek Incident, AI chip export ban and other impacts, and has written a new milestone today, adding another legend to this AI chip manufacturer.
According to Dow Jones Market Data, NVIDIA currently has a total of 216 companies with the smallest market value in the Standard Prix 500 Index. Barron’s, a subsidiary of Doyen, described NVIDIA as the leader of AI King, and believed that NVIDIA will continue to grow and its market value will increase to $5 trillion.
Balon Weekly analysis pointed out that despite the rapid growth of NVIDIA in the past two years, stock sales have also occurred during the process, and it has fallen by more than 40% this year alone. However, NVIDIA has successfully overcome challenges, and these experiences have helped clear the prospects.
For example, in 2024, Huaer Street had suspected that NVIDIA might be suspended during the product line overtime. The market was launched at that time, and customers would first digest the Hopper chips they had purchased before, and then wait for the Blackwell series with stronger performance. However, this sales window did not occur. The sales of the two generations of chips were successfully connected, and there was no demand gap.
The outside world has also been worried that Microsoft's cloud computing department Azure will reduce investment in AI-based infrastructure, but the facts show that the situation is exactly the opposite. In addition, there are also competitions from other competitors such as Broadcom, but NVIDIA still won most of the orders in the AI chip market, thanks to its unique integration capabilities in hardware and software.
Some doubts about government supervision, in the latest quarter, even in the face of the US government's export ban on H20 chips, NVIDIA may lose more than $10 billion in revenue this year, NVIDIA has successfully achieved sales growth and maintained strong performance.
Analysis pointed out that NVIDIA's share price may still experience fluctuations and declines in the future. Geographic politics, semiconductor taxes, and even problems in the process of potential product conversion may become influencing factors. However, NVIDIA is still the most important supplier in the AI field and ranks as a core position in the future expansion of AI infrastructure for many years. This growth story is not over yet.
CNN quoted Dan Ives, an analyst at Wedbush Securities, as saying, "This is a historic moment for NVIDIA and a time for the entire technology field to show its strength, showing that the AI revolution is entering the next growth stage, and this revolution was led by NVIDIA."
Investment firm Loop Capital estimates that NVIDIA's market value is expected to reach $6 trillion by 2028.
Loop Capital analysts Ananda Baruah and Alek Valero pointed out in a report that "although the fundamentals of NVIDIA continue to grow from the current level, it seems incredible that it is basically still in a severance position in key technologies in the AI field."
Extended reading: The first Daguan in history! NVIDIA's market value surpasses Apple for the first time, and Microsoft breaks through 4 trillion US dollars
