Nvidia Corporation has made history by becoming the world’s first company to reach a $5 trillion market valuation. Nvidia is a popular chip manufacturing company and is known for its chip dominance in AI technology. With the AI bubble approaching, a big question arises whether Nvidia will survive it or not.
Nvidia’s Rise to $5 Trillion
Nvidia’s stock (NASDAQ: NVDA) rose above $211 per share in October 2025, resulting in a market cap of about $5.1 trillion. In a bare minimum of 4 months, the company’s valuation climbed from $4 trillion to $5 trillion, marking a milestone.
The company’s high-demand GPUs for AI training and cloud computing continue to drive explosive growth, with revenue more than 3x (YoY). Nvidia AI chips now account for approximately. 80% of AI chip sales worldwide, making it a global giant in the AI infrastructure.
Strategic Investment in Nokia (Old is Gold)
Nvidia announced a $1 billion investment in Nokia (Finnish telecom giant), acquiring about 2.9 % of the company. The move includes a strategic partnership to co-develop AI-RAN (Radio Access Network) solutions for 5G-Advanced and future 6G networks.
After the strategic investment announcement, Nokia’s shares went up by 20% showing its true power in the IT sector. For Nvidia, the partnership extends its AI dominance beyond datacentres into telecommunications and edge connectivity, a critical next frontier for AI computing.
Other Investments By Nvidia In 2025
- Nvidia has also increased its stake in CoreWeave, an AI-cloud infrastructure firm, and deepened collaborations with Arm Holdings to secure chip design leadership.
- Analysts view these moves as part of a long-term strategy to build an end-to-end AI ecosystem — spanning chips, software, and network infrastructure — rather than remaining a pure hardware company.
Stock & Market Statistics
As of November 3, 2025, the share price was $208, went up to $211, and closed at $206. The company’s valuation has surpassed Microsoft, Apple, and Saudi Aramco, making it the most valuable company in the world.
Still, analysts caution that such valuations leave little margin for error. “The expectations built into Nvidia’s share price assume flawless execution and continued AI demand growth,” said Dan Ives of Wedbush Securities.
Is the AI Boom Becoming a Bubble?
Nvidia’s meteoric rise has intensified debate over whether markets are entering an AI bubble similar to the dot-com boom.
Reasons for Concern
- Extreme concentration: Presently, Nvidia, Microsoft, Google, Amazon, Apple, and Meta are the trending AI stocks in the US. Thus, the S&P 500 is now more top-heavy than during the 1999 Internet bubble.
- Valuation stretch: Nvidia trades at more than 60 × forward earnings, a multiple usually reserved for early-stage growth companies, not trillion-dollar giants.
- Investment frenzy: Global AI and data center investments surpassed $120 billion in 2025 and have reached $192.7 billion, according to PitchBook.
Analysts warn that if cloud and enterprise AI demand softens or competition from AMD and new chip startups intensifies, the market could see a sharp valuation correction.
Why It May Be Different This Time?
Despite concerns, the fundamentals today differ from past bubbles. Nvidia’s profits are real — over $16 billion in quarterly earnings — and AI adoption is already generating measurable results across cloud computing, telecom, and manufacturing.
“If this is a bubble, it’s one backed by silicon and cash flow,” says Ben Bajarin of Creative Strategies.
AI’s integration into everyday business operations, from enterprise copilots to telecom automation, suggests that demand for computing power will remain robust even if short-term enthusiasm cools.
Conclusion: What’s in for Nvidia Partners & Affiliates?
Nvidia’s $5 trillion valuation depicts both technological transformation and market exuberance. The company’s billion-dollar investment in the US into telecom, cloud, and 6G infrastructure signals its vision for the foundation of the global AI economy.
Whether this marks a sustainable growth era or the peak of an AI bubble will depend on Nvidia’s ability to sustain demand, diversify partnerships, and navigate regulation in a sector growing faster than any in history.
Nvidia has a partner program. Cloud service & data center providers, education service providers, OEMs, software vendors, and more can join its partner program. A self registration on the NPN portal is mandatory.
Does Nvidia have an affiliate program?
No, you will find many websites talking about Nvidia’s affiliate program with 5% CPS commission and a 30-day cookie policy, but that’s not true.
