Overview
- Nvidia shares rose more than 3% at the open, lifting the company’s market value past $5 trillion just three months after crossing $4 trillion.
- CEO Jensen Huang outlined expected GPU sales totaling about $500 billion through 2026 and detailed seven new Department of Energy supercomputers.
- President Donald Trump said he will discuss Nvidia’s Blackwell chips and export curbs with China’s President Xi Jinping this week.
- Analysts said the order backlog signals revenue upside even as Nvidia’s heavy weight in the S&P 500 and Nasdaq concentrates market risk.
- Nvidia expanded its ecosystem with partnerships spanning Oracle, Palantir, Nokia, Uber and others, covering data centers, robotics, self‑driving, 6G and pharmaceutical computing.