Nvidia Corporation (NVDA) shattered records October 29, 2025, eclipsing $5 trillion market cap—the first ever—as shares soared 5% to $182, adding $250 billion intraday amid Blackwell chip frenzy and AI capex pledges topping $200 billion quarterly. This pinnacle, from $4 trillion in July, catapults Nvidia past Apple/Microsoft’s $4 trillion clubs, with YTD gains 180% on 120% revenue forecasts.
Blackwell’s 10x inference speed and H100’s $30,000 tag underpin dominance: data centers 87% of Q3’s $35 billion sales, per Reuters, with hyperscalers like Meta/Amazon hoarding 80% supply. Jensen Huang’s “industry creator” vision resonates, as Hargreaves’ Matt Britzman notes, though Tuttle Capital warns of cash-flow scrutiny post-capacity builds.
Regulatory glares intensify—U.S. export curbs to China shave 5% revenue—yet partnerships with OpenAI/Microsoft fuel 50% EPS growth to $4.50 in 2026. Motley Fool eyes $10 trillion by 2030 on $19.9 trillion AI GDP slice, with forward P/E 45x versus S&P’s 22x. Nvidia’s $5T zenith, 2.5x from April lows, redefines valuation: AI’s flywheel, not bubble, per Bokeh’s Kim Forrest.
