00:00Nvidia is closing in on a $5 trillion valuation and even President Trump is talking about it.
00:05Shares of Nvidia were up 3.6% in pre-market trading this morning, around $208.
00:11Putting the company on track to become the world's first $5 trillion stock.
00:16It's a milestone that even Trump has noticed,
00:18saying he plans to discuss Nvidia's Blackwell AI chips directly with China's President Xi Jinping.
00:24Trump called Blackwell processors super-duper chips, claiming they're a decade ahead of anyone else.
00:30And even hinted at meeting with Nvidia CEO Jensen Huang before Xi's meeting.
00:35That's the same chip Huang says will power America's next generation of AI systems.
00:40Beyond chips, Nvidia is now moving up the stack from hardware to AI software infrastructure.
00:46New partnerships with Palantir and Uber show how Nvidia is turning raw compute power into decision-making tools.
00:53Jensen Huang says it's about building AI operating systems for enterprises, not just GPUs.
00:59ARK Invest's Cathy Wood saw this coming, saying software would be the biggest winner of the AI revolution.
01:05And with Palantir's data platforms plugged into Nvidia's hardware, that prediction's starting to look spot on.
01:11Nvidia's also taking a $1 billion stake in Nokia to build 6G technology and planning seven new US supercomputers.
01:20CEO Jensen Huang says AI chip orders could reach $500 billion and investors clearly believe him.
01:27So what do you think? Is Nvidia rewriting the AI playbook again? Or is this just the peak before a pullback?
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