There were cavities, falls, doubts. Nvidia did not always display the green light on the stock market. However, when the lights light up, the giant IA chips dazzle. And today it seems that everything suggests that decorated is just beginning. The scholarship applauds, the analysts ignite. And some already see a world driven by $ 6,000 billion. On the way to the new digital empire?
In short
- NVIDIA becomes the largest in the world in the stock market thanks to its powerful and required IA chips.
- The company could reach 6,000 billion according to projections based on explosion AI.
- Hyperscaler and governments massively invest NVIDIA in the infrastructure.
- Asian markets fly, carried by the wave of IA and the technological rule of NVIDIA.
Summit to $ 3.77 T $: Nvidia Detrôle Microsoft on the stock market
Wednesday, Nvidia at the end reached $ 154.31. The absolute record for this company only leaned into blockchain. With this pressure, Its capitalization exceeds $ 3.77 trillion. Microsoft, the king of scholarships, is far away. Behind this jump, shared certainty: Nvidia has become The world beats the heart.
During the annual General Meeting, Jensen Huang, the CEO of the company, did not turn around the subject:
We have the opportunity to grow in several trillion dollars in AI and Robotice ahead of us.
The markets were wrong. The scholarship assumes the continuation of euphoria. Some analysts no longer hesitate to target the peaks. For pineapple Baruah from Loop Capital, The action could rise up to $ 250 with a capitalization of $ 6,000 billion.
” We are entering a new golden wave of adoption AI Says. ” NVIDIA is the core of the new phase of demand much stronger than expected. »»
Meanwhile, the stock market chart records a solid ascending trend. The Golden cross approaches. And investors are already investigating $ 205.
AI in everything and everywhere: The loop is complete
This record on the stock market does not come from nowhere. AI is everywhere : Medicine, defense, cyber security, finance. And Nvidia provides The basic bricks of this digital world. His fleas Blackwell supports a discreet but deep revolution.
Hyperscalers – these cloud giants – invest considerably. According to Loop Capital, their expenditure on ACC accelerators could drop from 15 % to 60 % by 2028.
Novelty? The states themselves want their The “ruler” data centers. Nvidia sells more than components. It sells a strategy, a digital future. Each Gigawatt from AI corresponds to NVIDIA $ 40 billion.
Even Its partners climb: Micron, SK Hynix, TSMC. In Asia, euphoria is tangible. Japan, Tai -wan and Korea surf on the wave. ” Jump in Asian fleas reflects renewed confidence in growth AI “Explains Kingsley Jones, Cio de Jevons Global.
But everything is not so linear. Like Bitcoins, the company experienced hard blows. In January a notice ofCheap Chinese model Ia – Deepseek – released the action. And the US ban on the sale of certain chips to China costs $ 8 billion in NVIDIA. And 4.5 billion shares depreciation.
Objective 6,000 billion: Plan of stock market or millimeters?
Nvidia does not disclose blind. His plans are specificCalibrated, ambitious.
- According to Loop Capital until 2028 until 2028 until 2028 by 2028, the size of the IA fleas market;
- 150 times more energy: new AI models consume much more calculation;
- 367 billion revenue covered in 2028 against 115 in 2025;
- 40 to 50 billion income generated by each gigawatt AI;
- 15 % to 60 %: The share of IA calculation in the cloud infrastructure of hyperscalers by 2028.
The predictions seem crazy. And yet they equalize Mug signals: expansion of AI factory, explosion LLMIt needs exponential computer energy.
But some remain careful. The expression summarizes this skepticism well: ‘ Do you think you are investing in Nvidia. But she was the one that invested you ». This joke on the stock market shows a dilemma: an opportunity or a bubble?
Technical indicators set tone. RSI is high, the cross lines. But Experienced merchants carefully monitor threshold value $ 150. Return below can be a bull trap.
Nvidia progresses at full speed. In the face of geopolitical tension, companies propose simplified IA fleas to stay in the race. Online in sight, China, where Huawei gripped again with his own superproofers. The future can be written in two … or not.
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Blockchain and crypto revolution! And the day when the impacts will be felt on the most vulnerable economy of this world, I would say against all the promises that I was there for something
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The words and opinions expressed in this article are involved only by their author and should not be considered investment counseling. Do your own research before any investment decision.
(Tagstotranslate) NVidia