Nvidia achieved a historic milestone on Wednesday, climbing to the top of the global stock market as the world’s most valuable publicly traded company. The company’s stock surged by 4.3%, closing at a record $154.31, and briefly peaked at $154.43 during trading. This impressive gain pushed Nvidia’s market capitalization to a staggering $3.75 trillion, surpassing Microsoft’s $3.6 trillion valuation.
This rapid ascent reflects Nvidia’s central role in powering the artificial intelligence (AI) revolution, particularly through its dominant graphics processing units (GPUs), which have become the foundation of modern AI infrastructure.
Jensen Huang Sees $5.5 Billion Single-Day Wealth Gain
Jensen Huang, the co-founder and CEO of Nvidia, personally benefited from the remarkable stock rally. Holding approximately 3% of Nvidia’s total shares, Huang owns over 859 million shares of the company. Wednesday’s market leap added over $5.5 billion to his personal net worth in just one day.
As a result, Huang’s fortune has now reached an estimated $134 billion, according to the latest figures, placing him as the 10th richest person in the world. His wealth has grown by more than $30 billion since the beginning of 2025, highlighting the financial windfall tied to Nvidia’s leadership in the booming AI market.
AI Momentum Continues to Drive Investor Confidence
Nvidia’s record-setting stock performance stems from its dominant role in supplying AI chips that power cutting-edge technologies. Its GPUs are used in data centers, large language models, and various machine learning applications. As global demand for computing power accelerates, Nvidia has become the primary supplier for major technology firms such as Amazon, Google, and Microsoft.
This AI-driven momentum has fueled investor enthusiasm, with analysts across Wall Street continuing to raise their forecasts. One notable boost came from Ananda Baruah of Loop Capital, who issued a bullish note suggesting Nvidia could eventually achieve a market capitalization of $6 trillion. Such optimism continues to push the company’s valuation beyond what was once thought possible.
Analysts Project Further Growth Beyond Current Records
The stock’s recent surge reflects not just hype, but a solid financial foundation and visionary leadership. Financial analysts have expressed increasing confidence in Nvidia’s ability to capitalize on what some now call a “Golden Wave” of AI transformation. For example, Barclays recently predicted that Nvidia could reach a valuation between $4.9 trillion and $6 trillion in the near term, far surpassing previous estimates.
Investor sentiment remains overwhelmingly positive, especially as demand for AI hardware expands across industries. From autonomous vehicles to robotics and data science, Nvidia’s GPU technology continues to be indispensable.
Regulatory Hurdles Remain, But Global Demand Offsets Risks
While Nvidia’s performance has remained strong, the company still faces some regulatory headwinds. Most notably, the U.S. government placed export restrictions on Nvidia’s advanced H20 AI chips destined for the Chinese market. The company estimated that these limitations could result in $5.5 billion in lost revenue.
Speaking at an investor briefing in May, Huang acknowledged that China is effectively off-limits for Nvidia’s high-end chips due to these restrictions. Nevertheless, he emphasized that global demand remains more than sufficient to absorb the loss, particularly with rising adoption in Europe, North America, and parts of Asia.
Investors appear to agree, as Nvidia’s stock continues to climb despite these challenges. This confidence stems from the company’s strong product pipeline, growing international presence, and dominance in emerging AI markets.
Strategic Stock Sales by CEO Jensen Huang
Despite the remarkable growth, Huang has taken a cautious and strategic approach to his wealth. He has been steadily selling portions of his Nvidia shares under a prearranged trading plan, a common strategy among high-net-worth executives to manage financial risk and ensure compliance with securities laws.
In the past week alone, Huang sold approximately 100,000 shares, and he plans to offload as many as six million shares by the end of the year. This follows a similar strategy in 2024, during which he sold nearly $700 million worth of stock.
These sales highlight his intention to diversify his financial holdings while maintaining a substantial interest in Nvidia’s long-term success.
2025 Performance Cements Nvidia’s Position in the AI Era
As of June 26, 2025, Nvidia’s stock has delivered an impressive 11% gain year-to-date. This upward trend reflects the company’s continued influence in AI and high-performance computing. Even as some investors remain cautious due to geopolitical tensions and market volatility, Nvidia continues to inspire confidence through innovation and performance.
The company’s Blackwell GPU architecture, unveiled earlier this year, has already been adopted in several AI deployments, solidifying its technological edge. Nvidia’s leadership also continues to highlight future opportunities in robotics, self-driving technology, sovereign AI infrastructure, and more.
These initiatives position the company as not just a tech giant, but a long-term driver of global innovation.
Stock Rally Sends Ripple Effects Across Semiconductor Sector
Nvidia’s rise has triggered a broader rally in the semiconductor industry. Companies such as Micron Technology—which supplies essential memory components used in AI chips—also reported strong earnings, further boosting market optimism. As AI development accelerates, suppliers, chip designers, and data center operators have all seen increased investor attention.
This ripple effect confirms Nvidia’s role as a bellwether for the entire technology sector. Its performance not only shapes its own valuation but also influences trends, forecasts, and capital flows across Silicon Valley and beyond.
Nvidia’s Past Volatility Gives Way to Steady Growth
Despite its current dominance, Nvidia experienced volatility earlier this year. In April, concerns over export bans and potential market saturation led to a temporary drop in stock value. At one point, shares declined by nearly 37%, with the price falling to approximately $94. However, Nvidia has since rebounded strongly, gaining over 60% from that low.
This rebound reinforces investor faith in the company’s ability to overcome setbacks and maintain growth. It also demonstrates how market dynamics can quickly shift in response to technology trends, leadership decisions, and macroeconomic factors.
Conclusion: Nvidia and Jensen Huang Continue to Shape the AI Future
Wednesday’s market rally marked a defining moment for both Nvidia and its CEO. Jensen Huang’s wealth surge underscores the success of a company that has grown from a niche chipmaker into a global technology powerhouse. As AI adoption spreads across industries and continents, Nvidia’s leadership in hardware innovation ensures it remains at the forefront of this technological revolution.
With a solid product pipeline, visionary leadership, and widespread industry trust, Nvidia looks set to continue dominating the AI landscape. Meanwhile, Jensen Huang stands not just as a billionaire entrepreneur, but as one of the most influential figures shaping the future of artificial intelligence and high-performance computing.
