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11h ago

Nvidia Becomes First $5 Trillion Company as CEO Wraps $1 Billion Preplanned Stock Sale

Investors weigh massive AI‑chip bookings plus government projects against export limits, rising competition, infrastructure constraints.

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GYEONGJU, SOUTH KOREA - OCTOBER 31: Jensen Huang, NVIDIA founder and CEO, has a Q&A session at a press conference during the APEC CEO summit on October 31, 2025 in Gyeongju, South Korea. Leaders and delegates from 21 APEC economies are gathering in South Korea for the upcoming APEC summit, where talks are expected to center on trade, supply chain stability, and technology cooperation. The meetings come amid heightened regional tensions and efforts to boost growth through closer economic integration, and as U.S. President Trump tours Asia on a six-day visit. (Photo by Woohae Cho/Getty Images)
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Overview

  • Nvidia crossed the $5 trillion market value mark only about 112 days after topping $4 trillion, propelled by persistent demand for its AI accelerators.
  • CEO Jensen Huang completed a Rule 10b5‑1 share‑sale program that has generated more than $1 billion since June, including a disclosed sale of 24,990 shares on Oct. 29 and a final 25,000‑share trade on Friday.
  • Huang said the company has roughly $500 billion in AI‑chip bookings tied to its Blackwell and Rubin roadmaps and outlined plans to build seven supercomputers for the U.S. government.
  • Recent results showed revenue of about $44.1 billion with data‑center sales near $39.1 billion and guidance approaching $50 billion for the next quarter, alongside gross margins around 73.5%.
  • Policy risk remains a focal point, including an August export‑license framework that requires Nvidia to remit 15% of eligible China AI‑chip revenue to the U.S. government, while rivals and data‑center capacity constraints test the durability of current growth.