Nvidia shares hit record high on renewed AI optimism

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NVIDIA’s shares reached a record on Wednesday, which represents a shift for the chips company after a rock start of the year that is characterized by the United States of Chinese on critical artificial intelligence technology.

The shares of the American chip designer increased by 4 percent, bypassing a high price in January. NVIDIA has decisively moved on Microsoft as a company in the most valuable world, as the market value of 3.75 trillion compared to 3.65 Microsoft well.

This gathering came at a time when the CEO of Nvidia Jensen Huang gave an upward look at the company’s annual shareholders meeting on Wednesday about its ability to continue its explosive growth over the next decade. He cited a “billions of dollars” chance of artificial intelligence and robots.

“We are at the beginning of building the infrastructure of the spontaneous organization that has lasted a decade: the demand for sovereign intelligence grows all over the world,” Huang told the shareholders.

Fears that technology giants such as Microsoft and Amazon may retract their huge spending on the infrastructure behind artificial intelligence. During the last profit season, technology companies repeated their commitment to these investments.

NVIDIA followed this with a strong profit report at the end of May, which won the expectations of Wall Street.

NVIDIA shares were stored earlier this year when Deepseek in China has led to concerns about the durability of the dominant position in NVIDIA in the global infrastructure market of Amnesty International. This event has wiped nearly $ 600 billion in the company’s market value.

She also knocked on her stock after US president Donald Trump presented new restrictions on NVIDIA’s H20 AI chips in China in China.

The move closed the arrival of NVIDIA to the Chinese market, which it says could reach $ 50 billion in the coming years. NVIDIA is considering redesigning its Blackwele chips to continue the China Market Service with compliance with export controls.

“The gathering” related to the ability of NVIDIA to move as quickly as it moves. “

He said: “Although cloud service providers such as Amazon and Microsoft want to build their integrated infrastructure vertically, there is now no position in which there is no best technical accommodation, not NVIDIA.”

It does not matter to threats from competitors such as AMD to enjoy the market share of advanced artificial intelligence chips “if it is a $ 400 billion market in the next four years.”

Huang told Microsoft alone to process more than five times other requests for artificial intelligence models such as Chatgpt in the last quarter compared to the previous year.

Other markets of NVIDIA chips also grow, including the so -called Neocloud AI companies, which provide access to leading artificial intelligence chips. Coreweave shares, backed by NVIDIA, has increased by more than 300 percent since its inserts on the Nasdaq Stock Exchange in March, reflecting the return on the investor optimism about the long -term growth prospects for Amnesty International.

NVIDIA has adhered to an annual edition of artificial intelligence chips, and places itself in the position of Vera Robin, which will follow the latest BlackWell systems that have witnessed a great demand, including sovereign infrastructure deals with the Kingdom of Saudi Arabia and the United Arab Emirates.

Huang has recently toured the Gulf countries and Europe, where he announced large deals as he narrates a new era of “accelerated computing” and promises of progress in productivity in all global industries.

“Nafidia is riding a general chip wave,” said Ji Dan Hatscheon, Vice President at Techinsights, with the markets recovering from the influence of the “Liberation Day” tariff on “Tahrir Day” and “Debceic”. “Nafidia was exaggerated because of both.”