• Hey Guest. Check out your NeoGAF Wrapped 2025 results here!

nVidia is now worth 5 Trillion dollars

winjer

winjer

Gold Member

NVIDIA Stock Nears $5 Trillion Valuation After GTC 2025 Announcements

NVIDIA's stock jumped 5% on Tuesday, closing at an all-time high and putting the company's value at $4.89 trillion — just a small step away from the $5 trillion mark. The surge came right after the company's GTC event in Washington, D.C., where CEO Jensen Huang announced a series of major updates covering AI hardware, supercomputing, and new partnerships. Investors reacted quickly, pushing the stock up more than 50% since the start of the year and more than doubling its price since April. Demand for NVIDIA's GPUs continues to explode, with Amazon, Google, and Microsoft all buying massive volumes to power their cloud AI systems. The company has also invested about $100 billion into OpenAI, one of its biggest customers and closest partners.

In his keynote, Huang said NVIDIA expects to sell $500 billion worth of GPUs by the end of 2026 — a believable goal considering the company already made over $100 billion in the first half of this year alone. During the event, NVIDIA announced a new partnership with the U.S. Department of Energy to build seven supercomputers, including one powered by 10,000 Blackwell GPUs. The company also revealed NVQLink, a new open architecture meant to speed up the development of quantum supercomputers.

One of the biggest highlights was the public debut of NVIDIA's "Vera Rubin" Superchip, which combines two Rubin GPUs with an 88-core, 176-thread Vera CPU inside a single package. This design aims to serve as the foundation for NVIDIA's future AI and HPC systems, offering massive compute power in a tightly integrated format.
Click to expand...

Season 2 Couch GIF by The Fresh Prince of Bel-Air
 
"To whom ?" is the question we should ask ourselves collectively, as for every other things.
 
Last edited:
There's so much demand for GPUs that ChatGPT is trying to elevate AMD with a pretty significant partnership (in return for AMD giving away 10% of the company). We're nowhere near the end of the bubble yet.
 
Last edited:
Tiago Rodrigues said:
Everything seems so overvalued that all i can wonder is when am i supposed to sell their stock lol. Its giving me anxiety
Click to expand...

Same. I've made a killing on NVIDIA and Palantir. Bought Palantir in 2020 and NVIDIA in 2015. I've been told for years to sell both, but I've just held and it keeps going up. I know eventually it will crash, but when? Every time I panic and think now is the time, in hindsight that would have been a terrible idea.
 
Everyone knows that we're at the peak of an AI bubble where valuations are massively out of whack.
 
winjer said:
But Jensen says there is no bubble. Just ignore that his company is one of the very few that is making money with AI.
Click to expand...
of course they are, much like with crypto they are happily fueling the flames even though it is unclear how many more years and billions in server farms and electricity will be needed until AI is where it is actually supposed to be, ie filling that I with intelligence and not be a somewhat useful tool or funny toy.
 
Mortisfacio said:
Same. I've made a killing on NVIDIA and Palantir. Bought Palantir in 2020 and NVIDIA in 2015. I've been told for years to sell both, but I've just held and it keeps going up. I know eventually it will crash, but when? Every time I panic and think now is the time, in hindsight that would have been a terrible idea.
Click to expand...
Well i only started investing last year. You made quite a few bucks already. And even i am already making some. Can't even imagine buying NVIDIA in 2015. That sounds amazing.
That's what i need. A company almost starting out or not that well valued that eventually might blow up. Need to diversify my portfolio a bit. That's my next step. Having only stock in companies that are already up there makes no sense to me right now. Een if they are "safe" in the long run like Microsoft.
My biggest investment this year was buying AMD when it was down there before all these deals. I also thought about buying Intel during the summer but everyone called me crazy and well..
 
CrimsonTide said:
That is 5,000 Billion dollars for reference
Click to expand...

That's 5 billion dollars for those living in the long scale (which is most of the world).

LordCBH said:
The eventual crash is going to be catastrophic.
Click to expand...
The thing is, it ate AMD and Intel for breakfast and dinner, there's nothing else that can match them. Not even Chinese GPUs (as reviewed by GamersNexus) are remotely near to their performance.
 
Last edited:
Think of it this way. If NVIDIA sold 100% of itself and gave all its money to the U.S. government you'd only have $33 trillion in debt remaining.
 
I'm just gonna say it, as a shareholder myself, I'm keeping a close eye on data centers. If we start hearing about sales or acquisitions because some big player no longer needs the capacity, that's the canary in the coal mine. It'll signal a return to the crypto-bust days for NVIDIA, when GPUs from mining rigs flooded the market and tanked prices.

When that happens, I plan to sell and buy back in at the bottom of that fake collapse. NVIDIA will be fine long-term, but the stabilization process most people see as boom-and-bust will be rough for anyone who doesn't understand what's happening.

AI is following the same path as the railway boom, massive infrastructure (the "tracks") being built in anticipation of endless demand, only to hit a point where demand doesn't keep up. The difference is that unlike rails, data centers aren't locked to geography or a single customer base. They can be repurposed, resold, or rented out easily.

That's why I'm calling it a false collapse: it'll look catastrophic to the uninformed, but it will really just be aligning for the next phase of growth. The Big M industries tell me this. Military, Medical & Media. :pie_wfwt:
 
poodaddy said:
Let's fuckin hope so.
Click to expand...

Why? Weedy personal satisfaction?

Greedy Jensen can bugger off and I am no fan of his, but we've had enough crashes to last... generations. Instead, let's be grown up about it and nurture growth and GDP, whichever industry it may come from.
 
Idleyes said:
I'm just gonna say it, as a shareholder myself, I'm keeping a close eye on data centers. If we start hearing about sales or acquisitions because some big player no longer needs the capacity, that's the canary in the coal mine. It'll signal a return to the crypto-bust days for NVIDIA, when GPUs from mining rigs flooded the market and tanked prices.

When that happens, I plan to sell and buy back in at the bottom of that fake collapse. NVIDIA will be fine long-term, but the stabilization process most people see as boom-and-bust will be rough for anyone who doesn't understand what's happening.

AI is following the same path as the railway boom, massive infrastructure (the "tracks") being built in anticipation of endless demand, only to hit a point where demand doesn't keep up. The difference is that unlike rails, data centers aren't locked to geography or a single customer base. They can be repurposed, resold, or rented out easily.

That's why I'm calling it a false collapse: it'll look catastrophic to the uninformed, but it will really just be aligning for the next phase of growth. The Big M industries tell me this. Military, Medical & Media. :pie_wfwt:
Click to expand...

The problem is that AI Data Centers has limited re-use compared to railroads or internet hosting.

Just like we gamers need to upgrade our PCs, they have to change the hardware or purchase new cards to get marginal gains in software performance to compete against other AI companies (specially China). Software doesn't really scale up the same way hardware does.

If the bubble bursts and they are unable to maintain the infrastructure, most of these Data Centers would become useless, the cards will likely flood second hand markets to levels we never seen before.
 
Last edited:
You must log in or register to reply here.

Similar threads

Jensen Huang: SEGA saved and invested in NVidia in early days. Had SEGA kept their NVidia shares, today they would be worth one trillion dollar
2
57
1K
ShirAhava replied
Nvidia is the World's First Four Trillion Dollar Company
2 3
129
2K
RickMasters replied
[VideoCardz] Nvidia to add Linux support for GeForce Now
0
11
Topher replied
Is performance on Fallout 5 on PS5 broken now?
22
534
CrimsonTide replied
Budget GPU upgrade advice/question...Its worth right now?
2 3 4 5 6
258
2K
Bojji replied
Top Bottom