Nvidia's market capitalization exceeds Germany's by nearly $1 trillion.
The size and success of this giant, and the other US tech behemoths, underscores how much the AI trade can overwhelm the market's response to week-to-week fluctuations in economic data and policy headlines - Lisa Abramowicz @lisaabramowicz1 on X, Bloomberg
To put $4 trillion in perspective...
Nvidia’s $NVDA market cap is now larger than the GDP of some huge countries Source: Blossom @meetblossomapp
Nvidia $NVDA MOAT IS PROTECTED BY THREE KEY PILLARS
• CUDA lock-in -- decades of ecosystem depth and unmatched developer tooling • Supply chain control -- co-designed with $TSM, early access to HBM3E, and vertical coordination • Inference dominance -- where most AI workloads are headed, and where NVIDIA leads on both efficiency and software Source: Futurum Equities @FuturumEquities
Nvidia $NVDA earns $2.22 million in profit per employee, nearly 4x more than $GOOG and $AAPL and 5.5x more than $MSFT.
Source: Beth Kindig
Yesterday, Nvidia $NVDA became the world's most valuable company at $3.444 Trillion, surpassing Microsoft $MSFT
Source: Companies Market Cap
Nvidia quarterly revenues by regions over time...
Up to 20% of Nvidia’s revenue comes from Singapore a known gateway to China and when including direct sales to China and Hong Kong, roughly one-third of its total revenue ($15 billion) may be exposed to Chinese market risk. Source: econovisuals
$NVDA Q1 2026
"AI inference token generation has surged tenfold in just one year, and as AI agents become mainstream, the demand for AI computing will accelerate." - Jensen Huang Revenue +69% *Data Center +73% *Gaming +42% *Professional Vis. +19% *Automotive +72% EBIT +28% *marg. 49% (65) EPS +27% Source: Quartr
Nvidia $NVDA stock is up almost 4% in after hours after beating EPS and Revenue expectations
Source: Barchart
