Nvidia's next catalysts after $4 trillion milestone 7/9/25

TechCheck

CNBC

Disruptors, Investing, Faang, Technology, Business, Management, Cnbc, Tech

4.8 • 56 Ratings

🗓️ 9 July 2025

⏱️ 4 minutes

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Summary

After being the first company ever to top the $4 trillion market cap milestone, Nvidia still has a long runway ahead for growth, according to analysts. CEO Jensen Huang has been emphasizing how the company is evolving past chips. its full-stack solution includes autonomous vehicles and networking.

Transcript

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0:00.0	NVIDIA's road to a $4 trillion market cap was boosted by a major rebound in the past three months.
0:05.9	Shares jumping more than 40% since April.
0:09.0	But what could fuel the chip makers next leg higher?
0:12.4	Christina Partsenevarez digs into that for today's tech check.
0:15.2	Hey, Christina.
0:16.2	Hi, Leslie.
0:16.8	Well, like you said, Nvidia is newly achieved, albeit briefly, $4 trillion market cap today,
0:21.4	is really evaluation fueled by more than just chip sales.
0:25.2	Investors are really buying into the transformation for NVIDIA into an AI infrastructure powerhouse.
0:31.1	CEO Jensen Wong has repeatedly stressed that NVIDIA is no longer, quote, just a GPU company,
0:36.1	calling that era the good old days at
0:38.6	Nvidia's GTC conference just this past March.
0:41.7	He now describes Nvidia as an AI algorithm firm and with chip design almost secondary.
0:47.9	The stock, like you mentioned, 40% surge since May, April, and that has been aided not only
0:53.2	by the shift into an AI infrastructure,
0:55.7	but also the thaw in U.S.-China trade tensions, as well as multi-billion dollar chip deals
0:59.9	in the Middle East.
1:00.8	But the long-term thesis really centers on NVIDIA's full-stack strategy.
1:05.8	In networking, Bank of America says NVIDIA's NVLINK is at least one to two generations
1:10.7	ahead of its competitors,
1:11.7	allowing chips to communicate faster with each other. Its infiniband technology could be even
1:16.8	more significant enabling ultra-high-speed communication across servers and data centers, which
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