Nvidia(US:NVDA) Sou Hu Cai Jing·2025-11-01 10:47Core Viewpoint - Nvidia's market capitalization has surpassed $5 trillion, making it the third highest globally, following the United States and China, highlighting the dominance of American tech companies in the high-tech and internet era [5]. Group 1: Market Capitalization and Comparison - Nvidia's market capitalization is $5 trillion, significantly higher than China's Tencent at $716.5 billion and Alibaba at $400 billion [5]. - The top companies by market capitalization include Nvidia ($5 trillion), Microsoft ($4.03 trillion), Apple ($3.99 trillion), Google ($3.29 trillion), Amazon ($2.44 trillion), Meta ($1.89 trillion), Broadcom ($1.76 trillion), TSMC ($1.56 trillion), Tesla ($1.53 trillion), and Berkshire Hathaway ($1.05 trillion) [5]. - The only non-American company in the list of trillion-dollar companies is TSMC, indicating a substantial gap between the U.S. and other countries in high-tech company valuations [5]. Group 2: Revenue Sources and Market Share - Nvidia's rapid market growth is primarily driven by its AI chips, which hold over 80% market share in the AI chip sector [7]. - The company also dominates the consumer-grade GPU market with over 80% market share, particularly in cloud computing and supercomputing centers [8]. - Nvidia's consumer-grade discrete graphics cards have a market share exceeding 90% [9]. - The company generates over $10 billion annually from its networking and software technology segment [10]. Group 3: Industry Context and Future Potential - The article suggests that if Huawei were to go public, it could potentially reach a trillion-dollar valuation, reflecting the potential for significant growth in the Chinese tech sector [11]. - The increasing number of engineering graduates in China, alongside the success of Nvidia's CEO Jensen Huang, who is of Chinese descent, indicates a strong potential for innovation and the emergence of trillion-dollar tech companies in China [11].