Beth Kindig of the I/O Fund says Nvidia could reach a $20 trillion valuation by 2030. Beyond data centers, Nvidia stands to benefit from new AI applications across robotics and self-driving cars. Nvidia is already the world's most valuable company, but its rally could just be getting started.

Alibaba and ByteDance are among the tech groups training their latest large language models in data centres across South-east Asia, the report said, citing two people with direct knowledge of the matter. Reuters could not immediately verify the report. Copyright 2025 Thomson Reuters.

Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia

The U.S. is home to nine companies with a market capitalization of $1 trillion or more. Many of them have crossed the $2 trillion, $3 trillion, and $4 trillion milestones, but artificial intelligence (AI) chip maker Nvidia (NASDAQ: NVDA) became the sole member of the $5 trillion club earlier this year (before the recent dip in its stock price).

The point being that while demand for Blackwell is "off the charts," this only tells part of the story. Demand for Nvidia's hardware is robust among a very narrow group of OEMs, which leaves Nvidia exposed if one or more of its top customers encounter a problem.

Nvidia’s sales of the computing chipsets powering the artificial intelligence craze surged beyond the lofty bar set by stock market analysts in a performance that may ease recent jitters about a Big Tech boom turning into a bust that topples the world’s most valuable company.

This company's continued stellar financials offer proof that its powerful chips are the best alternative for businesses.

The chipmaker at the center of the artificial intelligence boom reported blowout results. But that hasn’t resolved some key questions behind the tech rally.