Nvidia became the first publicly traded company in history to briefly surpass a $4 trillion market capitalization, overtaking previous leaders like Apple, Microsoft, and Saudi Aramco. This milestone was driven by surging demand for Nvidia’s AI chips, which have become critical to everything from data centers to generative applications.
Over the past three months, Nvidia’s stock has surged approximately 40%, riding momentum from its advanced processors—especially the H100, Blackwell, and H200—that power major AI platforms from OpenAI, Microsoft, and Meta.
A Reuters report notes Nvidia’s market cap briefly reached $3.92 trillion, outpacing Apple’s previous record-high valuation of $3.915 trillion last December.
According to Reuters, Nvidia’s climb marks the first time any company has entered the $4-trillion club, nearly tripling its value in just over a year—much faster than Apple and Microsoft.
Analysts highlight Nvidia’s dominant market share—over **80% of discrete desktop GPUs globally—and its expanded role in AI infrastructure as the keys to its rapid valuation ascent.
The news buoyed U.S. stock indexes: the Nasdaq closed up 0.9%, the S&P 500 gained 0.6%, and the Dow rose 0.5%. Crypto and commodity markets also showed modest gains following Nvidia’s record mark.
In January, Nvidia suffered a sharp 20% drop in value, triggered by investor concerns over competition from China’s DeepSeek. Its recovery has underscored the resilience of the AI-driven tech economy.
Wedbush analyst Dan Ives believes Nvidia could push toward a $5 trillion valuation within 18 months—an additional 25% rise— as its AI infrastructure dominance deepens.
