Nvidia has achieved something historical: becoming the first company quoted to reach 4 billion dollars of stock market. During Wednesday’s session, the company’s shares They reached this symbolic milestonesurpassing both Apple and Microsoft.
An ephemeral but significant achievement. Although Nvidia’s actions closed the day with A 1.8% riseplacing its valuation slightly below the 4 billion, the fact of having touched this figure during the session marks a historical moment in the markets. The company has managed to overcome giants like Apple, which began the year as The most valuable company in the world With 3.9 billion dollars, and Microsoft, which for months has exchanged positions with Nvidia as the ranking leader.
The AI revolution drives Nvidia. The meteoric rise of Nvidia It is explained by its central role in the boom of artificial intelligence. Their specialized chips feed on data centers that companies such as Microsoft, Amazon and Google need for their AI models and cloud services. This strategic positioning has catapulted its actions 22% so far this year, despite geopolitical turbulence and commercial restrictions with China.
The numbers speak for themselves. In its last fiscal quarter, Nvidia generated $ 44,100 million in revenue, an increase of 69% compared to the same period of the previous year. The forecasts of the sector are even more optimistic: the global expenditure on the infrastructure of the 200,000 million dollars in 2028 is expected to exceed 2028, according to The International Data Corporation research firm.
Obstacles on the road. Not everything has been a rose path for the company. Export restrictions of Your H20 chips China has cost about 8,000 million dollars in lost sales. In addition, the irruption of Deepseekthe Chinese startup that was planted out of nowhere with it developed from a powerful model and promising to have reached its milestone With ridiculous costs compared, caused doubts On whether the expensive Nvidia chips were really essential for the advance of AI, temporarily sinking your actions in January.
Overflowing expectations. Despite these setbacks, Wall Street analysts maintain overflowing optimism. The Loop Capital firm esteem That Nvidia could reach a capitalization of 6 billion dollars in 2028, arguing that the company essentially maintains a monopoly in critical technology for the AI sector.
For its part, CEO Jensen Huang, who has become The tenth richest person in the worldaccording to the Bloomberg index, with a equity of 140,000 million dollars, See a promising future Ahead: “Of course, we know that AI is this incredible technology that will transform all industries, from the way we do the software to medical care and financial services to retail trade until, I suppose, all industries, transport, manufacturing … and we are at the beginning of that.”
Cover image | Nvidia
GIPHY App Key not set. Please check settings