TECHNOLOGY STRATEGY
I n October, NVIDIA reached a milestone no other company has ever achieved – being valued at US $ 5tn. Having only reached the US $ 3tn mark in June 2024, the company’ s pivotal role in the AI revolution – a primary driver for the explosive growth and adoption of edge computing – has been a key part driver of this exponential growth, as the chipmaker’ s GPUs power real-time AI processing at data sources, transforming industries from manufacturing to autonomous vehicles.
NVIDIA’ s journey to an AI leader NVIDIA first reached a valuation in the billions in June 2023, growing to the US $ 4tn mark in July 2025. Three months later, it hit US $ 5tn.
From the perspective of Founder, President and CEO Jensen Huang, this momentum shows no sign of slowing down. He has announced US $ 500bn in AI chip orders through 2026, driven by hyperscalers including Microsoft and Oracle investing more than US $ 549bn in AI data centres in 2025. Jensen tied this to real demand, saying NVIDIA plans to“ deliver a total of US $ 500bn from Rubin and Blackwell in 2025 and 2026”, boosting data centre GPU revenue significantly.
“ We are going through a platform shift,” Jensen says.“ That shift is a once-in-a-lifetime opportunity for us to get back into the game for us to start innovating with American technology.”
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