Nvidia Nears $5 Trillion Valuation

Benzinga

Nvidia stock is soaring again — up 3.6% premarket to $208.27 — as it nears a $5 trillion valuation and cements its place at the center of the AI revolution.  President Donald Trump says he plans to discuss Nvidia’s Blackwell “super duper” AI chips with Chinese President Xi Jinping, calling them a decade ahead of the competition. Meanwhile, Nvidia CEO Jensen Huang continues to expand beyond chips — partnering with Palantir, Uber, and even taking a $1 billion stake in Nokia to help build 6G infrastructure.  ARK Invest’s Cathie Wood says Nvidia’s next chapter isn’t just about chips — it’s about controlling the AI software ecosystem. With $500 billion in projected AI chip orders and seven new supercomputers on the way, Nvidia’s dominance may be just getting started.

Transcript

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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