Nvidia, a prominent global leader in artificial intelligence (AI) and chip manufacturing, is on the verge of becoming the world's first company to achieve a $5 trillion valuation. This remarkable trajectory follows a surge in the company’s shares, which climbed more than 3% in pre-market trading, contributing to a nearly 50% year-to-date increase. This growth is predominantly fueled by an escalating demand for its advanced Blackwell-based chips and significant partnerships forged across data centers, robotics, and cloud computing sectors.

The company’s dominance in AI and high-performance computing is underpinned by its Blackwell GPU architecture, which was unveiled earlier this year. This innovative technology is widely adopted by enterprise data centers, public cloud infrastructure, robotics platforms, and quantum research labs. Nvidia has successfully redefined its corporate identity, transitioning from a specialized graphics processor manufacturer to a leading infrastructure provider at the forefront of the AI era.

CEO Jensen Huang recently disclosed ambitious projections, stating that Nvidia anticipates receiving $500 billion in AI chip orders over the forthcoming year. Furthermore, he revealed plans for Nvidia to construct seven new AI supercomputers for the U.S. government, solidifying the company's pivotal role in national-scale computer infrastructure. Huang emphasized that Nvidia’s integrated hardware, network, and software platforms are continually strengthening the foundational elements of the burgeoning AI economy, championing its widespread adoption as global carriers, cloud providers, and governments race to build capacity for AI workloads. He profoundly noted, “We’re witnessing the next industrial revolution, and this time, the factories are data centres.”

The pursuit of the $5 trillion mark represents a significant redefinition of Nvidia’s standing among U.S. tech titans, including industry giants like Apple, Microsoft, and Alphabet. It also serves as a powerful statement regarding the company’s indelible impact on AI computing, infrastructure, and chip production. Nvidia’s journey to this unprecedented valuation has been marked by several significant milestones. In May 2023, the company crossed $1 trillion in market valuation, growing to $1.2 trillion by November of the same year. Its sheer size and market capitalization earned it a place among Bloomberg’s “Magnificent Seven” companies. By June 2024, Nvidia’s market capitalization reached $3 trillion for the first time, briefly making it the world's third most valuable company. On June 18, 2024, it momentarily surpassed Microsoft and Apple to become the world’s most valuable company with a market capitalization exceeding $3.3 trillion. After a brief period of being overtaken, Nvidia regained its position as the world's biggest technology company in October 2024, when its stock market value briefly touched $3.53 trillion, slightly above Apple’s $3.52 trillion. Subsequently, in July, the company crossed the $4 trillion valuation mark, becoming the first company globally to achieve this milestone, firmly solidifying its market position.

Adding to its strategic advancements, Nvidia recently announced a $1 billion strategic alliance with Nokia. This collaboration, unveiled on Tuesday, aims to empower communication service providers (CSPs) to deploy advanced AI-powered 5G-Advanced and 6G networks. As part of this significant deal, Nvidia will invest $1 billion in the Finnish vendor, thereby becoming one of Nokia’s largest shareholders. This move further underscores Nvidia's expansive vision and its commitment to integrating AI across critical global infrastructures.