- As of the most recent close at $159.34, Nvidia’s value stands around $3.89 trillion
- A modest 3% share price gain (to ~$163.93) would push its market cap past $4 trillion—a historic milestone
- Analysts at Wedbush expect both Nvidia and Microsoft to hit $4 trillion this summer, with potential to reach $5 trillion within the next 18 months amid ongoing AI fervor
📈 What’s Fueling the Surge
- AI dominance: Nvidia’s chips—especially Blackwell-powered GPUs—are critical for training and deploying large language models
- New highs: Shares recently hit all-time peaks (~$160.98) amid strong AI demand and eased China export tensions.
- Bullish support: Mizuho raised its price target to $185, citing upcoming GPU releases and potential easing of restrictions on China-bound exports barrons.com.
⚖️ Why This Milestone Matters
- Valuation record: No company has ever breached the $4 trillion mark. Nvidia is on the cusp of setting that record
- Index impact: At ~$4 trillion, Nvidia would represent nearly 8% of the S&P 500, rivaling the combined weight of Microsoft, Apple, Amazon, Meta, and Alphabet .
- Investor optimism: Nvidia’s ascent exemplifies the AI-driven tech boom, overshadowing traditional giants and reshaping market influence .
🔮 Outlook: What’s Ahead
- Next week’s trading could see Nvidia cross $4 trillion as bullish momentum persists and markets digest macroeconomic data.
- Analyst forecasts continue upward: markets peg its valuation at $4T and beyond as AI tailwinds intensify .
- Longer-term vision: With Blackwell architecture ramping up, Nvidia challenges expectations—even targeting a $5 trillion valuation by mid-2026
✅ Final Takeaway
Nvidia is rapidly approaching a world-first—becoming the first $4 trillion company, driven by its unmatched position in AI hardware. If it achieves this, it will mark a landmark moment in market history, reshaping the tech landscape and signaling the immense value investors place on AI leadership.
