NVIDIA Becomes First Company Ever to Hit $4 Trillion Market-Cap

[Visible Noise]

Any CEO that turns his/her back to what made them, let alone how Mean & Green treats their customers,
Im just going to wait till crap hits the fan for this leather jacket dude!

Jensen is worth $140B. Do you think he cares about your feels?

Gaming didn’t make Jensen. Jensen made Jensen. You understand he’s an engineer that founded the company, yes?

4 trillion and somehow they "can't make enough gpus for demand"

Again (third time) market capitalization is not cash on hand.

Have they found cures to heal cancer

Yes, many cancers are considered curable now.

I was diagnosed in 1999, treated, and am still cancer free.

 

[JustBenching]

I was diagnosed in 1999, treated, and am still cancer free.

Good job

Powered by Nvidia

Once they are able to build sentient beings humans will go extinct and gpus will not matter lol.

Nah, you are very pessimistic. Those sentient robots will still need batteries, so theyll keep us around

 

[R0H1T]

Been telling people Omniverse being adopted by all the big boys was game set match for several years, but no, "AI is gimmick".

"AI" as we know it, from Nvidia, is a gimmick today but hey keep carrying the torch. Automation is not "AI" & shedding weight job losses make $4 trillion companies get high 24/7

Spoiler

As always be careful what you wish for!

 

[john_]

Not true, not being able to live without and being forced to use it are totally different things.

We can't live without Internet today. We are addicted to it and at the same time it makes our lives much simpler. You want to get a certain official paper for example? A few clicks on a page instead of having to go to a specific office that might be in another town and sit in line for an hour or more. Would we die tomorrow if Internet was suddenly stopped working? Obviously not. It's not water, air or food. We might even rediscover real life. But the Internet is integrated in our lives today as is TV, phones, cars. Tomorrow AI will be part of someone's life. While we might see AI as a byproduct that someone is trying to shove in our throats with a shovel so he can make money, young kids and future generation will live in a world where AI will be the normal and their suspense will be of what new more advance AI will bring in their lives. We grew up in a world without AI. They will grew up in a world where AI will be the norm. No one will have to force AI to them. It will be natural for them to use AI, too much AI. They will be paying for better AI.

 

[QuietRiver32]

Wow, $4 trillion... all that market cap and we still get 50xx cards that perform like AI-generated PowerPoint transitions. If this is what trillion-dollar innovation looks like, I want my GPU bubbles with more pop and less soap.

 

[PLAfiller]

That is phenomenal honestly......as of Q1 / 2025, they have 92% market share on desktop GPUs. That is as close to monopoly as you can get I guess.

I'd be curious to see the workstation numbers, but if you use Adobe pretty much all advice on forums/Youtube is "get an Nvidia card".

Credit where credit is due, you don't just happen to write history, so I hope the HR boosts the confidence in every employee at Nvidia, they deserve it.

 

[Shihab]

Would we die tomorrow if Internet was suddenly stopped working? Obviously not

Many would though. There is an 8 billion points wide range between no one will die and everyone will die.

For the rest of the post:
I don't think it's wise to compare the internet to "AI" tho. Disregarding the differences between the natures of either, there is a lot of speculation here about what this "AI" would shape up to be. Let's not forget that a decade or so ago many people believed crypto mining on personal computers would mean everyone can practically make their own money (and coincidently have a similar effects on a certain leather jacket's shininess to the current context). This obviously didn't age so well.
LLMs and GPTs and similar breakthroughs proppeled Nvidia to this place. There might as well be another breakthrough that somehow shifts the spotlight again. We can't just speculate things going in the same direction forever (but have fun trying to convince those "market analyst" mentioned somewhere above of that). After all, not everyone is happy about the costs of training and operating those slop generators, nor being under the mercy of a single company itself under geopolotical constraints with precendences of abuse.

 

[Dimitriman]

AI needs to die.

It won't. But what needs to happen is that servers need to be less reliable on Nvidia and competitors need to develop dedicated Ai hardware that is much more efficient, like what happened with Bitcoin.

 

[john_]

This obviously didn't age so well.

Because it didn't make any sense. It's like saying that everyone will have gold and gold will retain it's value.

AI will be used from everybody in the future. It wouldn't be making any sense from a certain point and after to keep using today's tools and ignoring what AI will bring. I find myself content in many cases with the AI result that Google is throwing at me on top of the search results, instead of searching sites and that's even having the knowledge that there are cases where Google's AI is throwing wrong or outdated information.

Wow, $4 trillion... all that market cap and we still get 50xx cards that perform like AI-generated PowerPoint transitions. If this is what trillion-dollar innovation looks like, I want my GPU bubbles with more pop and less soap.

If they give you the GPU you want at the price you think it's fair, they will stop being a trillion dollar company. Nvidia was always putting kill switches in it's products, usually by limiting VRAM or bandwidth and when I say "always" I mean from 20 years ago, not now. What they do the last 8-10 years is that they don't offer anymore good midrange models. If you want something strong and future proof, you go for the top two options, if not just for the top option. Gone are the days of cards like GTX 970 and GTX 1060 being good VFMs.

 

[SOAREVERSOR]

It began 2 decades ago, it's just that people are noticing now. Nvidia developed cuda back in 2006 - and it's since been used in the medical and scientific fields to research cures for diseases, decoding the human genome and last decade accelerated neural networks that can solve a lot of medical issues. But you know, goddamn it this company is evil, I want my gaming GPU.

Bingo.

It began with the 8800gtx. That was NOT a gaming card. It was a compute card and nvidia was open about this. CUDA took off and people were already buying rigs and slapping multiple 8800s and then 9800s in them for the sole purpose of GPU compute. Anybody who has bought anything from nvidia from the 8800 period onward has been voting with their wallets for nvidia to be a CUDA company and not pay attention to gaming.

Contrary to what gamers think Titan and any X090 cards were never for gaming. Those products only ever existed to get GPU computing into more peoples hands. If you wanted to game on them you could. But you are a bloody moron who eats crayons if you think that was the point.

Here's what PC gamers get and they don't get a vote in it. You get gaming as a service streamed from the cloud. You will pay per month to rent GPU power. You will pay one rate for mid details 1080p 60hz, more money for 1440p high details 120hz, and a ton of money for ultra details 4k 240hz. You do not have a choice in this. You will also have a selection of games they choose as part of your fee. You'll have to pay more for games that are on the selection at that time. That's the future PC gaming is racing towards and has been for a while now. That Steam library? You're only going to be use it with shitty IGPs or x030 GPUs or APUs because that's the only GPU you're going to be able to get short of spending far more than even the RTX PRO costs now. Your GOG? Stuck in the same situation. Those AAA titles are going to realize they can't sell shit on Steam and make more money off you via the cloud so they are going to release AAA on cloud stream only and micro transaction you to death. That is the future of AAA gaming on the PC.

Take a bow PC gamers. You got what you've been pushing for since 2006 and within a decade you're going to get the rest of it and the only people you can blame are yourselves. You did it!

 

[PLAfiller]

Here's what PC gamers get and they don't get a vote in it. You get gaming as a service streamed from the cloud. You will pay per month to rent GPU power. You will pay one rate for mid details 1080p 60hz, more money for 1440p high details 120hz, and a ton of money for ultra details 4k 240hz. You do not have a choice in this. You will also have a selection of games they choose as part of your fee. You'll have to pay more for games that are on the selection at that time. That's the future PC gaming is racing towards and has been for a while now. That Steam library? You're only going to be use it with shitty IGPs or x030 GPUs or APUs because that's the only GPU you're going to be able to get short of spending far more than even the RTX PRO costs now. Your GOG? Stuck in the same situation. Those AAA titles are going to realize they can't sell shit on Steam and make more money off you via the cloud so they are going to release AAA on cloud stream only and micro transaction you to death. That is the future of AAA gaming on the PC.

Take a bow PC gamers. You got what you've been pushing for since 2006 and within a decade you're going to get the rest of it and the only people you can blame are yourselves. You did it!

I think you need a hug....chillax man You kidna forget there is a second hand and refurb market out there. I've never owned a new GPU in my life, so I can't play AAA? My RX6800XT I got recently has something to say about it. Gaming has never been easier.....even on a tight budget. You get a refurb workstation spend the rest of the money on a decent GPU and there you go (one possible way).

 

[john_]

Titan and any X090 cards were never for gaming

Titan was advertised by Nvidia both as a semi-pro card and as the absolute gaming card. Titan was a tool in the hands of Nvidia, a tool that was used to make gamers accept the idea of paying $1000 for a card that they will use for gaming. Fast forward to today and anything less than a $1000 card from Nvidia seems like a compromise.

 

[JustBenching]

Take a bow PC gamers. You got what you've been pushing for since 2006 and within a decade you're going to get the rest of it and the only people you can blame are yourselves. You did it!

I don't mind at all funding that. Medical research has taken off lately, they are testing drugs that will turn humans into freaking superheroes. There are ozembic derivatives with minor side effects, replacements for trt therapy, cancer killing pills, muscle growth drugs and all kinds of crazy stuff are driven by AI.

Nvidia is saving and changing lifes for the better, i dont really care about gaming framerates, although with that said they still have the fastest - by far - gaming gpus on the market. So it's a win win anyways

 

[wolf]

Almost didn't recognise this little tacker without his leather jacket on!

Well done, but also... I have many significant worries about the way the world is headed. This company is involved in both good and bad ways, by my own measure...

Time will tell I guess but it'll be a hell of a ride, right?

I can say at the very least, take that Apple! lol

 

[QUANTUMPHYSICS]

Well considering I and many others went out and spent between $1000 and $4000 for video cards they make just to get prettier graphics on video games should tell you something.

NVIDIA is bigger than Apple. They don't NEED reviewers anymore. Those dudes at "Hardware Unboxed" and "Gamer Nexus" are vexed.

You can't argue with a Trillion Dollar company let alone a 4 Trillion Dollar company.

They must know what they're doing.

 

[Onasi]

NVIDIA is bigger than Apple. They don't NEED reviewers anymore. Those dudes at "Hardware Unboxed" and "Gamer Nexus" are vexed.

They are not. That isn’t what market cap is, for Pete’s sake. Unless you think that Ferrari is bigger than Ford or Tesla is bigger than Toyota.

 

[mtosev]

Congratulations to Nvidia on hitting the 4 trillion mark.

 

[Craptacular]

No one should be worth that much and no one should hold so much wealth. And we'll see dumb gamers bragging how they own a graphic card from 4 trillion dollar company. I've seen people brag about similar thing with iPhones... It's beyond idiotic and disgusting.

His net worth of 142 billion dollars is entirely based on the value of the company he co-founded. Your company is only worth that much if it does something that is truly transformative for human society.

Apple's worth is tied to its iphones and macs. We all know how society has transformed sinced the iphone came out.

Microsoft is tied to software licensing, which actually made software products a viable industry.

 

[R-T-B]

Microsoft is tied to software licensing, which actually made software products a viable industry.

Remind me how many companies use (or have ever used) a Microsoft licensing solution...

I'll wait. Microsoft and its subsidiaries don't count.

I'd argue their OS products were far more transformative.

 

[redeye]

i know where Apple will be (stock prices) in 3 years (same or higher). but Nvidia who knows?.

…to keep up this level of stock prices, they must sell into india, china, and russia. (in three years)

OR how will Nvidia convince the CFO’s of the AI companies, to replace perfectly good AI GPU’s with those that are twice the price, and 5% faster?…

you can expect the same gamers to buy 4090’s then 5090’s then 6090’s next year, then 7090’s next year… and so on…
but that is not how you become a 4 Trillion valued company…

 

[medi01]

Good news...none
Bad news...the discrete GPU market will probably be forever ruined as no one can compete against so much money

Because the first thought that would come into Huang's mind will be "let me invest 'so much money' into stale dGPU market!!!".

Adorable line of thought.

In reality: dGPUs barely matter to The Filthy Green.
It is a "datacenter" company now, milking the AI hype train.
(and god knows, where that thing will end, I recall we were supposed to have self-driving cars in 2020)

Congrats! they fully deserve this, no one gave 2 cents when they talked about machine learning and CUDA, now look how far they got.

OpenAI is the company behind the revolution.

Without this breakthrough, DC business would follow the fate of that tegra thing, "automotive GPU" and similar.

"Transformer" in AI world was introduced by... google, back in 2017 (might be a couple of years earlier).

Google was using it in its translate service years before GPT popped.


There is nothing unique to cement NV's dominance, bar anti-competitive practices. There is no "unique, nobody else can do it, but everyone depends on it" product at hand. (no, CUDA != AI, major AI libs support native ROCM out of the box)

 

[igormp]

major AI libs support native ROCM out of the box

"support", which is subpar, and the AI libs by default lacks tons of useful stuff (no one is training large scale models with pytorch from pipy). With AMD this is even worse.
But Nvidia moat is not only CUDA. It's CUDA + years of folks building stuff on top of it + ease to test out stuff on a meager geforce GPU and then easily porting it over to a GB200 cluster + ease to scale rack systems with good bandwidth across GPUs, nodes and racks + lots of investments getting their GPUS in the hands of researchers and developers.

 

[Bomby569]

Congrats to Nvidia, despite what happened to gaming, they are a very strong company with a strong vision. They deserve it.

 

[matar]

its US Gamers who keep your company up until Ai got you up there please keep GPU at MSRP and stocked up with fair prices... OR ... at lease if you register as a gamer, you are greatened an upgrade day 1 at MSRP. i have been using Nvidia since GeForce 256 so i am extremely upset now days what we are going through.

 

[Craptacular]

Remind me how many companies use (or have ever used) a Microsoft licensing solution...

I'll wait. Microsoft and its subsidiaries don't count.

I'd argue their OS products were far more transformative.

Their business model of software licenses is what transformed the world of software, due to the fact that software development was not really profitable before Microsoft.

Their OS products were only transformative because of the Software licensing business model.