Overview
- Shares jumped about 4–4.5% in early U.S. trading, briefly topping roughly $207–$210 to push the valuation past $5 trillion.
- Jensen Huang said Nvidia expects around $500 billion in orders for upcoming AI chips and disclosed plans to build seven AI supercomputers for the U.S. Department of Energy.
- Nvidia’s systems power training at major customers including Google, Meta and OpenAI, underscoring its central role in the AI infrastructure build‑out.
- U.S. rules bar the most powerful Nvidia systems from China, and President Trump said he could raise Blackwell chips with Xi Jinping during talks this week.
- Sector demand is accelerating as peers ramp spending, with Meta guiding up to $72 billion in 2025 capital expenditures and Microsoft planning to lift AI capacity by more than 80% and roughly double data‑center space.