Nvidia Takes The Lead In AI Revolution With $5 Trillion Valuation

Nvidia has just made its name in history by becoming the first company to exceed 5,000 billion dollars in market capitalization, ahead of Apple, Microsoft, and Amazon. This record is not just a financial feat. It reflects a changing era, where artificial intelligence, supercomputers, and cloud infrastructure are reshaping the balance of power in global tech.

A march toward stock market peaks driven by artificial intelligence

After reaching 4,680 billion dollars, thanks to AI demand and its global expansion, Nvidia officially crossed a new historic milestone on October 29. Indeed, the tech giant becomes the first company in history to reach a market capitalization of 5,000 billion dollars.

https://twitter.com/WatcherGuru/status/1983527092018114594

This record was achieved after a 5 % increase in the stock in one day, following the GTC Event held in Washington D.C. This spectacular rise relies on a series of major announcements detailed by Jensen Huang, CEO of the group.

He notably stated that the company will work with the United States Department of Energy to build seven new supercomputers, one of which will use “10,000 Blackwell GPUs”.

Among the most notable announcements presented during this event are :

• National-scale projects, with the development of 7 supercomputers, partly led by the U.S. government ;

• Strategic industrial partnerships, notably with Uber, Eli Lilly, Nokia, Palantir, Oracle, Cisco, and T-Mobile ;

• Asserted financial ambitions, with a forecast of “500 billion dollars in GPU sales by the end of 2026”, according to Jensen Huang.

Nvidia thus strengthens its central position in the global technology ecosystem, positioning itself as an essential provider of artificial intelligence infrastructure at an industrial scale.

This momentum, fueled by over 50 % growth in the stock price since the beginning of the year and a doubling of the price since April, confirms the group’s hegemony in the new economy of intensive computing.

For Jensen Huang, the “AI factories” that Nvidia is building are nothing less than the engine of a new industrial revolution, whose impact could surpass previous technological cycles.

Towards an inevitable convergence between AI and tokenization ?

While the GTC Event mainly highlighted industrial and technological initiatives, some indirect signals caught the attention of analysts, especially in the crypto ecosystem.

Indeed, Nvidia could invest up to 100 billion dollars in OpenAI, one of its key partners. This information takes on another dimension when we know that OpenAI is actively exploring business models based on tokenization of computing power, notably through “compute credits” usable in its APIs.

Although Nvidia does not explicitly mention blockchain, this strategic direction reveals a possible indirect involvement in tokenized systems related to GPU resource allocation.

At the same time, Nvidia revealed a new open architecture, NVQLink, designed to accelerate the development of quantum supercomputers. This project, undertaken with players like Rigetti and IonQ, could benefit in the medium term from decentralized allocation mechanisms, a logic already explored by several Web3 projects like Render Network or Gensyn, which aim to tokenize GPU computing power to make it accessible in a fluid and decentralized way.

While Nvidia has not publicly positioned itself on this ground, its technological monopoly de facto places the company at the heart of discussions on the tokenized infrastructure of AI.

In the longer term, this strategic direction raises major questions. Could Nvidia one day issue or support a token to access its infrastructures? Would we see a secondary market for computing power backed by its GPUs, as some predict for blockchains like Ethereum or Solana? For now, these scenarios remain speculative. However, Nvidia’s current trajectory, both financially and technologically, confirms that the boundaries between AI, cloud, Web3 infrastructure, and blockchain are becoming increasingly porous.