Shortly after the stock market opened on July 10, Nvidia shares surged to $164.42, helping the company surpass the $4,000 billion capitalization threshold before adjusting slightly and ending the session just below this historical mark. Nvidia became the first company to reach this milestone, surpassing the GDP of many countries such as France, the UK or India.
Nvidia's explosion marks investors' strong belief in the key role of artificial intelligence in shaping the global economic future. Under the leadership of electronics engineer Jensen Huang, Nvidia has surpassed many key market indicators, leading to a general recovery on the stock exchange, especially Nasdaq - where many technology stocks are concentrated.
The market was also supported when US President Donald Trump withdrew some of the shocking tariff measures in April. Although new tax measures continue to be announced, key indicators remain high, with Nasdaq setting a new record. Nvidia shares closed the session at 162.88 USD, up 1.8%.
Since the beginning of 2025, Nvidia shares have increased by more than 21%, while the Nasdaq index has only increased by 6.7%. This success comes from a series of advanced technologies launched by the company, including GPUs - a graphics processing unit that plays a core role in AI applications such as autonomous vehicles, robots and automated manufacturing.
Next-generation Blackwell technology also brings super-level processing capabilities, supporting real-time digital emergence models, significantly shortening product development time.
However, Nvidia also experienced a turbulent time when the Chinese company DeepSeek launched a high-performance, low-cost AI model, challenging the position of giants like OpenAI.
During that period, Nvidia lost about $600 billion in market capitalization in just one trading session. However, investors soon realized that DeepSeek was not weakening Nvidia's core business operations but only promoting more investment in complex thinking models.
In the most recent quarter, Nvidia recorded nearly $19 billion in revenue, despite a $4.5 billion loss due to export controls to China. The company is leading the development trend of "AI Agents" - a new generation of AI with better reasoning and interpretation capabilities.
According to a survey by UBS, a multinational investment bank and a financial services company established and based in Switzerland, Nvidia continues to widen the gap compared to competitors and become the top choice of many large technology corporations in the billion-dollar AI race.
However, the rapid development of AI also poses a big challenge in replacing human resources, which is being publicly mentioned by large corporations such as Ford, JPMorgan Chase and Amazon.
