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Nvidia Reclaims Most Valuable Company Status with $3.45 Trillion Valuation

Driven by surging demand for its AI chips after a 45% stock rally since April, the company has outstripped Microsoft despite US export controls that threaten an $8 billion revenue shortfall.

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Trader Leon Montana works on the floor of the New York Stock Exchange, Tuesday, June 3, 2025. (AP Photo/Richard Drew)

Overview

  • Nvidia posted fiscal Q1 revenue of $44.06 billion, marking 69% year-over-year growth driven by its AI accelerator business.
  • US export restrictions on advanced chips bound for China are projected to reduce Nvidia’s revenue by about $8 billion this quarter.
  • The company controls roughly 90% of the global AI accelerator market and supplies GPUs to Microsoft, Meta, Google, Amazon, Oracle and xAI.
  • Analysts forecast that tech giants will boost AI infrastructure spending to around $330 billion by 2026, underpinning continued demand for Nvidia’s hardware.
  • Strategic agreements in the Middle East, including a supply deal with Saudi AI startup Humain and UAE import arrangements, aim to offset China-related headwinds.