NVIDIA Stock Surges Toward $5 Trillion as Huang Unveils AI Breakthroughs at GTC
NVIDIA Corporation (NASDAQ: NVDA) shares jumped 5% on Tuesday, topping $200 per share for the first time after CEO Jensen Huang’s keynote speech at the GTC conference, where he dismissed fears of an AI bubble. The company’s market valuation is now nearing $5 trillion, cementing its lead as the world’s top AI chipmaker.
Massive AI Revenue Outlook Boosts Investor Confidence
Investor excitement surged after Huang revealed that NVIDIA expects more than $500 billion in cumulative revenue from its Blackwell and Rubin architectures through calendar year 2026.
While details were limited, analysts say this forecast signals enormous growth potential for NVIDIA’s datacenter GPU business.
Wolfe Research analyst Chris Caso estimated the new guidance implies around $140 billion in upside to expected GPU revenue over the two-year period.
“If our interpretation is correct, this suggests roughly $3 EPS upside to our current $6.20 CY26 estimate,” Caso said.
New AI and Quantum Computing Innovations
During his presentation, Huang unveiled several major technological initiatives, including:
- An AI-native 6G wireless stack developed in the U.S. with Nokia.
- NVQLink, a next-generation interconnect designed to link quantum processors with GPUs.
- Seven new Department of Energy AI supercomputers, including Solstice, a 100,000-GPU system at Argonne National Laboratory, now the largest public scientific AI platform ever built.
AI Factories and Next-Gen Data Centers
Huang described AI factories as the next evolution of data centers, powered by BlueField-4 chips and designed through Omniverse DSX.
He also highlighted the expansion of open-source AI models, new collaborations with Foxconn, Caterpillar, and Disney, and a major autonomous vehicle partnership with Uber, targeting 100,000 Level-4 vehicles by 2027.
The keynote ended with record-breaking AI inference benchmarks achieved by NVIDIA’s Grace Hopper Superchip, reinforcing the company’s dominance across scientific computing, industry, and real-time AI applications.
