October 30, 2025

finance  
Nvidia Reaches $5.05T Valuation, Microsoft Invests $35B in AI

Nvidia has achieved a historic market capitalization of $5.05 trillion, becoming the first company to reach this valuation and surpassing the $4 trillion mark just three months prior. This surge is fueled by the immense demand for its AI chips, which are critical for the current artificial intelligence boom. The company's value now exceeds the GDP of countries like India, Japan, and the United Kingdom. Nvidia CEO Jensen Huang announced significant developments, including $500 billion in chip orders, a partnership with Uber for robotaxis, and a $1 billion investment in Nokia to advance 6G technology. Nvidia is also collaborating with the U.S. Department of Energy to build seven new AI supercomputers and has introduced NVQLink to connect its AI chips with quantum computers. Meanwhile, Microsoft's substantial investment of nearly $35 billion in AI infrastructure, primarily for Nvidia chips, has boosted its Azure cloud business growth to 40% and contributed to a total revenue increase of 18% to $77.7 billion. Microsoft's expanded partnership with OpenAI, which includes a 27% stake and exclusive use of Azure for OpenAI's API products, is a key driver for Azure's performance. OpenAI itself is undergoing a corporate restructuring that could lead to an IPO, despite opposition from co-founder Elon Musk and others. In other AI developments, legal AI startup Harvey has raised $150 million, valuing the company at over $8 billion and generating more than $100 million in annual recurring revenue. AI video startup Synthesia has raised $200 million, reaching a $4 billion valuation, with Alphabet's venture firm GV leading the round. Salesforce is projected to reach a $1 trillion valuation by 2035, driven by AI integration into its software and new agentic services, with its Data Cloud and AI recurring revenue growing 120% year over year. Bank of America has raised its price target for Apple stock to $320, citing AI ambitions as a major growth driver for the company's ecosystem and future products.

Key Takeaways

  • Nvidia has become the first company to reach a $5.05 trillion market capitalization, driven by high demand for its AI chips.
  • Nvidia CEO Jensen Huang announced $500 billion in chip orders, a partnership with Uber for robotaxis, and a $1 billion investment in Nokia for 6G technology.
  • Nvidia is collaborating with the U.S. Department of Energy to build seven new AI supercomputers and has introduced NVQLink for quantum computing integration.
  • Microsoft reported record AI infrastructure spending of nearly $35 billion, boosting Azure cloud growth to 40% and total revenue by 18% to $77.7 billion.
  • Microsoft's expanded partnership with OpenAI includes a 27% stake and exclusive use of Azure for OpenAI's API products.
  • OpenAI is undergoing a corporate restructuring that analysts believe could lead to an IPO.
  • Legal AI startup Harvey raised $150 million, valuing the company at over $8 billion with over $100 million in annual recurring revenue.
  • AI video startup Synthesia raised $200 million, reaching a $4 billion valuation.
  • Salesforce is predicted to reach a $1 trillion valuation by 2035, fueled by AI integration and new agentic services.
  • Bank of America raised Apple's stock target to $320, citing AI ambitions as a key growth driver.

Nvidia becomes first company valued at $5 trillion

Nvidia has reached a market capitalization of $5.05 trillion, making it the first company to achieve this milestone. This surge is driven by the high demand for its AI chips, which are crucial for the current artificial intelligence boom. The company's value now surpasses the GDP of countries like India, Japan, and the United Kingdom. Nvidia CEO Jensen Huang also announced significant chip orders and new partnerships, including one with Uber for robotaxis and an investment in Nokia for 6G technology. Additionally, Nvidia is collaborating with the Department of Energy to build seven new AI supercomputers.

Nvidia reaches $5 trillion valuation fueled by AI chip demand

Nvidia has become the first company to reach a $5 trillion valuation, a significant milestone achieved just three months after crossing the $4 trillion mark. This achievement highlights the massive impact of the artificial intelligence revolution on technology. The company's stock reached $207.86 with 24.3 billion shares outstanding, resulting in a market cap of $5.05 trillion. This valuation exceeds the GDP of major economies like India, Japan, and the United Kingdom. Nvidia CEO Jensen Huang recently disclosed $500 billion in chip orders and announced collaborations with Uber on robotaxis and Nokia on 6G technology, alongside a project with the Department of Energy to build seven AI supercomputers.

Nvidia hits $5 trillion valuation amid AI boom

Nvidia has become the world's first company to reach a $5 trillion valuation, surpassing the $4 trillion mark just three months prior. This milestone is largely due to the immense demand for its advanced AI chips. The company's stock reached $207.86, giving it a market cap of $5.05 trillion, which is more than the GDP of India, Japan, and the United Kingdom combined. Nvidia CEO Jensen Huang announced $500 billion in chip orders, a partnership with Uber for robotaxis, and a $1 billion investment in Nokia to develop 6G technology. The company is also working with the US Department of Energy to build seven new AI supercomputers.

Nvidia becomes first $5 trillion company

Nvidia has achieved the historic milestone of becoming the first company valued at $5 trillion, just three months after breaking the $4 trillion barrier. This surge is driven by the high demand for its artificial intelligence chips, marking a significant shift in technology. The company's shares reached $207.86, resulting in a market capitalization of $5.05 trillion, exceeding the GDP of India, Japan, and the United Kingdom. Nvidia CEO Jensen Huang disclosed $500 billion in chip orders and announced a partnership with Uber for robotaxis and a $1 billion investment in Nokia to advance 6G technology. Furthermore, Nvidia is collaborating with the Department of Energy to construct seven new AI supercomputers.

Nvidia hits $5 trillion valuation driven by AI

Nvidia has become the first publicly traded company to reach a $5 trillion valuation, with its shares reaching $210.11 and its market capitalization hitting $5.1 trillion. This achievement comes less than four months after it surpassed $4 trillion. The demand for Nvidia's graphics processing units (GPUs), essential for AI applications, has fueled this growth. The company is also planning new products and has partnerships with AI leaders like OpenAI and Palantir. While the AI boom has boosted the stock market, some experts express concerns about a potential AI bubble.

Nvidia becomes first $5 trillion company

Nvidia has achieved the distinction of being the first company to reach a $5 trillion market capitalization, a significant feat occurring just three months after crossing the $4 trillion threshold. This milestone underscores the transformative impact of the artificial intelligence revolution. The company's stock reached $207.86, bringing its market value to $5.05 trillion, surpassing the economic output of India, Japan, and the United Kingdom. Nvidia CEO Jensen Huang announced $500 billion in chip orders and revealed partnerships with Uber for robotaxis and Nokia for 6G technology. Additionally, Nvidia is working with the Department of Energy to build seven new AI supercomputers.

AI video startup Synthesia valued at $4 billion

Synthesia, an AI video generation startup based in London, has raised $200 million, nearly doubling its valuation to $4 billion. The funding round is led by Alphabet's venture firm GV. Synthesia uses AI to help companies create training videos featuring AI avatars from text. Clients like DuPont, Xerox, and Spirit use its technology for safety briefings and training in over 100 languages. The company previously discussed a potential $3 billion acquisition by Adobe. Synthesia focuses on creating business videos with human presenters, differentiating itself from more general AI video tools.

Legal AI startup Harvey raises $150 million

Legal AI startup Harvey has secured $150 million in new funding, valuing the company at over $8 billion. This is the startup's third funding round in 2025, led by Andreessen Horowitz. Harvey provides AI tools to major law firms and investment funds, and its valuation has more than doubled in the past year. The company, named after a character from the TV show 'Suits,' previously raised funds in June at a $5 billion valuation and before that at $3 billion. Harvey has now raised over $1 billion in total and generates more than $100 million in annual recurring revenue.

Nvidia invests $1 billion in Nokia

Nvidia has invested $1 billion in Nokia, acquiring a 2.9% stake in the Finnish telecom company, as part of a strategic partnership to develop AI-native mobile networks. This investment has caused Nokia's stock to surge over 20%, reaching its highest level in nearly a decade. The collaboration aims to develop AI-RAN products that will support generative AI, edge computing, and future 5G-Advanced and 6G infrastructure. Nvidia CEO Jensen Huang stated that telecommunications is critical infrastructure that will be revolutionized by AI. Nokia CEO Justin Hotard added that the partnership will redesign networks for AI-powered connectivity.

Nvidia to build seven AI supercomputers

Nvidia CEO Jensen Huang announced that the company will build seven new AI supercomputers for the U.S. Department of Energy. He also revealed that Nvidia has secured $500 billion in bookings for its AI chips. The company's stock saw a significant increase, adding over $230 billion in market value and nearing a $5 trillion valuation. Nvidia is a key player in the global AI rollout, navigating US-China trade tensions. The company has been excluded from the Chinese market and has not applied for export licenses for its newest chips due to China's stance.

Nvidia links AI chips to quantum computers

Nvidia has introduced NVQLink, a new system that connects its AI chips to quantum computers, potentially accelerating the development of quantum computing. This innovation positions Nvidia to benefit from the emerging quantum technology. The system is supported by over a dozen quantum computing firms. While quantum computing is still developing, Nvidia's hybrid approach offers a practical path forward. Analysts believe NVQLink could be a significant innovation, making Nvidia shares an attractive investment as it stays at the forefront of emerging technologies.

Microsoft and OpenAI deal benefits Nebius Group

Microsoft and OpenAI have expanded their partnership, with Microsoft acquiring a 27% stake in OpenAI's for-profit arm. A key part of the deal requires OpenAI to exclusively use Microsoft's Azure cloud services for its API-based products. This agreement is expected to significantly benefit Nebius Group, an AI infrastructure provider that supplies GPU resources to Azure. Nebius's data center in New Jersey will play a crucial role in supporting OpenAI's growing workloads. The company's revenue has doubled, and it holds a strong position in the expanding AI infrastructure market.

OpenAI restructuring may lead to IPO

OpenAI is undergoing a corporate restructuring that analysts believe could pave the way for an initial public offering (IPO). This move follows complex negotiations with its main investor, Microsoft, regarding their partnership. The restructuring has faced opposition, including a lawsuit from co-founder Elon Musk, who claims it violates OpenAI's founding principles. Former employees and nonprofit leaders have also urged regulators to intervene. This strategic shift is seen as a precursor to a major financial event that could fuel further investment in the AI sector.

Bank of America raises Apple stock target on AI

Bank of America Securities has significantly raised its price target for Apple stock to $320 from $270, maintaining a Buy rating. The firm projects steady growth through 2030, driven by Apple's AI ambitions and expanding services. Analysts highlight Apple's ecosystem and brand as key advantages. They anticipate AI will be a major growth driver, potentially through AI-augmented eyewear, robotics, and smart home systems. Apple Intelligence is expected to impact nearly all new products and services, with AI running on devices seen as a strategic advantage for privacy and performance.

Salesforce predicted to join $1 trillion club

Salesforce is predicted to become a $1 trillion company by 2035, driven by its integration of AI into its software suite and the development of new agentic services. The company's Data Cloud and AI recurring revenue grew 120% year over year last quarter. Its new Agentforce platform for AI agents is expected to significantly boost enterprise spending on AI applications. Salesforce forecasts a 10% compound annual growth rate over the next five years, reaching over $60 billion in revenue by fiscal 2030. The company is also improving operational efficiency through AI, leading to workforce rebalancing and potential margin expansion.

Microsoft's AI spending boosts revenue

Microsoft reported record spending of nearly $35 billion on artificial intelligence infrastructure in its fiscal first quarter, primarily for Nvidia chips to address cloud capacity bottlenecks. This investment helped Microsoft's Azure cloud business grow 40%, exceeding expectations. Despite concerns about rising costs, the company's total revenue increased 18% to $77.7 billion, beating forecasts. Microsoft's revised deal with OpenAI, giving it a 27% stake, has been crucial for Azure's growth and its challenge to Amazon Web Services. The company's market value is around $4 trillion, second only to Nvidia.

Sources

Nvidia AI chips Market capitalization Artificial intelligence Valuation Uber Robotaxis Nokia 6G technology Department of Energy AI supercomputers Quantum computing NVQLink Microsoft OpenAI Azure GPU Nebius Group AI infrastructure IPO Apple Apple Intelligence Salesforce Agentforce Data Cloud AI agents Synthesia AI video generation Harvey Legal AI Cloud services Generative AI Edge computing 5G-Advanced