Key Points Nvidia's growth is expected to be rapid in 2026. Alphabet could see its valuation increase and strong growth continue to cross the $5 trillion mark. 10 stocks we like better than Nvidia › Currently, there are no stocks with a $5 trillion market cap or greater. Nvidia (NASDAQ: NVDA) is valued at $4.3 trillion, and was recently valued at over $5 trillion before pulling back. Following up Nvidia are Apple at $4 trillion, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) at $3.7 trillion, and Microsof ...

Microsoft-backed (NASDAQ:MSFT) semiconductor company d-Matrix on Nov. 12 announced it raised $275 million while claiming its artificial intelligence chips outperform graphics processing units-based systems, which are often built around Nvidia (NASDAQ:NVDA) hardware. d-Matrix secured Series C funding at a $2 billion valuation, with the round co-led by BullhoundCapital, Triatomic Capital, and Singapore’s Temasek sovereign wealth fund. Microsoft participates in the company's investor base through its M12 vent ...

Core Insights - Nvidia has seen a remarkable stock increase of 1,230% over the past three years and is the first company to reach a market value of $5 trillion, driven by its advancements in AI chip technology [1] - The company continues to innovate with new products and partnerships, with fiscal 2026 third-quarter earnings set to be reported on November 19 [2] - Nvidia is positioned at the forefront of the AI industry, providing powerful GPUs essential for generative AI applications [4] Industry Demand - The demand for AI technology is surging across various industries, with Nvidia's GPUs being critical for developing large-language models (LLMs) and managing data loads [5] - Major cloud service providers like Amazon, Microsoft, and Alphabet are increasing their AI spending, benefiting Nvidia as it supplies the necessary infrastructure [6] - Nvidia holds approximately 90% of the market share in the GPU sector, indicating a strong competitive advantage despite competition from companies like AMD and Intel [6] Partnerships and Growth - Nvidia has formed significant partnerships, including a deal with Oracle and the U.S. Department of Energy to build a supercomputer, and collaboration with Uber for robotaxi development [9] - The AI market is projected to grow at a compound annual growth rate of 23% through 2030, presenting substantial opportunities for Nvidia [10]