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last mo.

Nvidia Tops $5 Trillion Market Value as It Buys 2.9% of Nokia in AI Networking Push

Investors cheer the AI supplier’s push into telecom infrastructure, with warnings growing over concentration and a possible bubble.

Le siège de Nvidia à Santa Clara, en Californie, le 27 août 2025.
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Le président et chef de la direction de Nvidia, Jensen Huang au Walter E. Washington Convention Center le 28 octobre 2025.
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Overview

  • Nvidia became the first company to surpass a $5 trillion market capitalization on Oct. 29, with shares up about 5% around $210, vaulting it ahead of Apple and Microsoft.
  • Nokia confirmed Nvidia will invest $1 billion for a 2.9% stake by purchasing roughly 166 million new shares at $6.01 each, sending Nokia’s stock up more than 20% in Helsinki.
  • The deal includes a partnership to develop AI for telecom networks and data‑center networking, with Nokia citing AI‑RAN and work toward 6G‑native AI using Nvidia’s accelerated computing.
  • The move extends Nvidia’s full‑stack AI infrastructure strategy as industry AI spending is projected by Gartner to reach about $1.5 trillion in 2025 and exceed $2 trillion in 2026.
  • Nvidia’s expansion also features participation in a roughly $40 billion Aligned Data Centers acquisition, while some outlets report a planned $100 billion injection to support OpenAI’s data‑center build‑out, and analysts flag bubble, supply‑chain and monopoly risks.