Nvidia is officially the world’s first $5 trillion company. CEO Jensen Huang says it’s on track for ‘half a trillion dollars’ in revenue

Core Insights - Nvidia has become the first company in history to achieve a $5 trillion market capitalization, surpassing Microsoft and Apple, which are valued at approximately $4 trillion [1] Group 1: Market Performance - Nvidia's shares surged over 3% in early trading, contributing to its historic market capitalization milestone [1] - The company has secured over $500 billion in orders for its AI chips through the end of 2026, providing unprecedented visibility into future revenue [2][3] Group 2: Product Development and Manufacturing - CEO Jensen Huang announced that Nvidia is in full production of its Blackwell GPUs at a facility in Arizona, aligning with U.S. manufacturing initiatives [6] - The company has shipped 6 million Blackwell chips over the past four quarters and anticipates delivering an additional 14 million units in the next five quarters [6] Group 3: Market Challenges and Opportunities - Nvidia's market share in China has plummeted from 95% to zero due to U.S. export controls and Chinese government restrictions, resulting in a significant revenue loss [4] - The company reported only $2.8 billion in revenue from China in the most recent quarter, down from $15.5 billion in the prior period [4] - Discussions between President Trump and Chinese President Xi Jinping regarding Nvidia's Blackwell chip could potentially open up access to the Chinese market [4]