Particle.news
Download on the App Store
113 ARTICLES
·
5d ago

Nvidia Hits $4 Trillion Valuation on AI Demand

Forecasting about $45 billion in second-quarter revenue, the chipmaker sustains record share gains despite tight U.S. export controls to China

The NVIDIA logo is displayed on a building in Taipei, Taiwan April 16, 2025. REUTERS/Ann Wang/ File Photo
A smartphone with a displayed NVIDIA logo is placed on a computer motherboard in this illustration taken March 6, 2023. REUTERS/Dado Ruvic/Illustration/ File Photo
Taiwanese CEO of NVIDIA Jensen Huang speaks during a conference as part of the 9th edition of the Vivatech technology startups and innovation fair, at the Dome de Paris in the Porte de Versailles exhibition centre in Paris, on June 11, 2025.
Image

Overview

  • Shares climbed to an all-time high near $164 as unprecedented demand for its AI GPUs drove the rally
  • First-quarter revenue surged 69% year-on-year to $44.1 billion, and Nvidia projects roughly $45 billion in sales for Q2
  • The stock has rebounded about 74% since early April after President Trump’s tariff threats and concerns over China’s DeepSeek model
  • With a 7.3% weighting on the S&P 500, Nvidia’s market value now exceeds the combined Canadian and Mexican exchanges and all U.K. listed firms
  • Nvidia’s CUDA software ecosystem and upcoming Blackwell GPU architecture underpin its leadership even under U.S. export curbs to China