On Wednesday, June 25, Nvidia (NVDA) officially became the most valuable company in the world. Its market cap hit $3.763 trillion, surpassing Microsoft (MSFT) at $3.64 trillion, according to MarketWatch. This is a huge moment for the tech world — but it didn’t come out of nowhere.
A big part of Nvidia’s rise is its 90% market share in AI chips. The H100 GPU has been the key product leading that charge. Its stock closed at an all‑time high of $154.31 the same day, after a nearly 4% jump.
This is the same company that saw its stock price jump 170% in 2024 overtaking Apple. You’ll recall that Disruption Banking in its new series covering the Dow 30 Stocks, of which NVDA is one, reported that Nvidia just only recently replaced Intel in the Dow Jones Industrial Average (DJIA) barely a year ago — in November 2024, marking a symbolic shift from legacy chipmakers to AI innovators.
Re-echoing this shift, Nvidia’s CEO, Jensen Huang, said, “We stopped thinking of ourselves as a chip company long ago.”
So now that Nvidia is on top, the question becomes: how much further can it go?
From AI Chips to Market Dominance: Nvidia’s Power Play
Nvidia’s success isn’t just about chips anymore. At the company’s June 25 shareholders meeting, Huang said robotics is becoming a major business line. Just five days earlier, Nvidia announced a partnership with Foxconn to use humanoid robots in building AI servers. Huang thinks these robots could change manufacturing as we know it within five years.
But not everything is smooth sailing.
Export restrictions to China, first implemented in April, have already led to a $5.5 billion write‑down. Nvidia expects to lose another $8 billion in sales by Q2 2026. Still, despite all this, the stock is climbing. So what’s giving investors so much confidence?
One reason could be the company’s ongoing innovation. The RTX Blackwell GPU family, launched in 2024, includes chips like the RTX 2090 — which has 92 billion transistors. Nvidia is also working on “Digits,” a platform that supports AI models with up to 200 billion parameters.
Nvidia’s recent partnerships may also be a sign of things to come. In the past year, the company has teamed up with Oracle to develop over 160 AI tools, worked with Toyota on autonomous driving systems, and joined Taiwan’s government on supercomputing initiatives. Could these alliances open new markets and keep Nvidia in the lead?
Pushing Boundaries: Robotics, Partnerships, and the Next Frontier
Nvidia appears to be dominating the present as it shapes the future. With a strong grip on the AI chip market, new bets on robotics, and major global partnerships, the company seems ready to take on even more.
But big questions remain. Can Nvidia keep growing while facing export issues with China? And if humanoid robots do become the norm in manufacturing, what industries will Nvidia transform next?
From many indications, some might say that this isn’t just Nvidia’s moment. It might be the start of something much bigger. My guess is, we’ll soon find out.
Author: Richardson Chinonyerem
The editorial team at #DisruptionBanking has taken all precautions to ensure that no persons or organizations have been adversely affected or offered any sort of financial advice in this article. This article is most definitely not financial advice.
#Nvidia #ArtificialIntelligence #StockPrice
See Also:
Nvidia’s $3T Rise: Redefining the Dow Jones with AI Innovation | Disruption Banking
Can Nvidia Keep Innovating? | Disruption Banking
The AI5: The New Powerhouse Redefining the AI Era | Disruption Banking
