Core Viewpoint - Nvidia has become the first company in history to surpass a market capitalization of $5 trillion, marking a significant milestone in the tech industry [1][10]. Group 1: Market Performance - On October 29, Nvidia's stock price rose by 5.44%, reaching an intraday high of $212.19 per share, and closing at $207.04 per share, resulting in a market cap of $5.03 trillion [2][10]. - Since the beginning of 2025, Nvidia's stock has surged by 56%, showcasing its rapid growth compared to other major companies [5][39]. - Nvidia's market cap now exceeds the combined total of several major tech companies, including AMD, Intel, and TSMC, as well as entire sectors within the S&P 500 [5][6]. Group 2: Growth Trajectory - Nvidia's market value has skyrocketed from $1 trillion to $5 trillion in just two and a half years, a feat unmatched by other tech giants [9][23]. - The company achieved its first $1 trillion valuation in May 2023, followed by $3 trillion in June 2024, and then $4 trillion in just over a year [22][23]. - The growth from $4 trillion to $5 trillion took only three months, highlighting Nvidia's exceptional market performance [23][24]. Group 3: Key Drivers of Growth - The recent surge in Nvidia's market cap is attributed to announcements made during the GTC developer conference, where CEO Jensen Huang unveiled several technological innovations and partnerships [25][39]. - Key highlights from the conference included plans to collaborate with the U.S. Department of Energy to build new supercomputers and the introduction of the Blackwell chip series, which is expected to significantly increase production [26][27][31]. - Nvidia's anticipated revenue from the new products is projected to reach $500 billion by the end of next year, reflecting a major shift in global computing infrastructure towards Nvidia's accelerated computing model [31][33]. Group 4: Competitive Landscape - Nvidia's rapid ascent has created a substantial gap between it and its closest competitor, Microsoft, which has a market cap of $4.03 trillion, and Apple at $4.00 trillion [13][14]. - The company has positioned itself as a key player in the AI boom, with its GPUs being integral to the infrastructure of leading AI companies like OpenAI and Google DeepMind [39][40]. - Nvidia's strategic investments and partnerships, including a potential $100 billion investment in AI data centers, further solidify its leadership in the AI sector [40][41].
再创历史!英伟达市值一夜突破5万亿美元,今年涨幅56%,黄仁勋晋升全球第八富豪
 量子位·2025-10-30 01:06
