writing / Niu Yilong
editing / Huang Dalu
design / Shichao
source / the wall street journal, reuters, etc.
Extreme happiness leads to sadness, and prosperity leads to decline, which may be described as the global market value has just surpassed Apple (aapl.us ) is second only to Microsoft’s Nvidia (nvda.us) mood.
, the acclaimed artificial intelligence chip maker, was valued at more than $3 trillion on June 5, becoming the third technology company in history to reach this milestone in market capitalization.
On that day, Nvidia’s stock price rose 5.2% to $1,224.40 per share, and the company’s valuation was approximately $3.011 trillion. Apple's market value at the close of the day was approximately US$3.003 trillion, with its share price rising 0.8%; Microsoft's share price rose 1.9%, with a total market value of US$3.15 trillion.
NVIDIA's market value has surpassed Apple's. The last time it surpassed Apple was in March 2002.
Apple becomes the first company to reach a market value of US$3 trillion in 2024. Earlier in 2024, Microsoft surpassed Apple to become the second largest player in the club.
Taiwan's Yahoo News Network reported on June 6 that U.S. government regulators have reached an agreement to investigate companies such as Nvidia, Open Artificial Intelligence Research Center (openai), and Microsoft to examine whether there are monopolistic behaviors.
U.S. media quoted people familiar with the matter on Wednesday (June 5) as saying that U.S. regulators have reached an agreement to conduct an antitrust investigation into the dominance of Microsoft, OpenAI and Nvidia in the artificial intelligence market.
In addition, technology giants such as Google, Microsoft and Yuan are developing self-developed AI chips to join the competition for artificial intelligence chips. AMD (American Advanced Micro Devices) also announced an increase in investment to challenge Nvidia’s market dominance.
Reuters said that Nvidia’s market value exceeds Apple’s, indicating that Silicon Valley is changing. Since launching the iPhone in 2007, Apple has dominated Silicon Valley. Today, Apple is lagging behind in its rush to build artificial intelligence capabilities into its products and services.
NVIDIA is setting off an artificial intelligence whirlwind. Its chips are expensive and rare, and its market share in the artificial intelligence chip market exceeds 80%. After more than tripling in 2023, the company's stock price has more than doubled so far in 2024. Especially in the last three months, the valuation has increased by US$1 trillion.
In the previous summer of 2023, Nvidia's market value exceeded US$1 trillion, and in February 2024, it exceeded the US$2 trillion mark.
In March 2024, Nvidia introduced its next-generation artificial intelligence chip, which will replace the successful h100. The new chip, called Blackwell, is faster and larger than its predecessor and will begin shipping in the second quarter and be operational in the fourth quarter.
At a time when artificial intelligence may disrupt almost every major industry, Nvidia CEO Jensen Huang recently announced the beginning of a new industrial revolution. Nvidia is helping to transform data centers worth $1 trillion into artificial intelligence factories.
Reuters reported that Nvidia is preparing to implement a 10-for-1 stock split starting on June 7, a move that may increase its appeal to individual investors.
The British "Financial Times" reported that the development speed of artificial intelligence has been affected by the bottleneck period in the supply of microchips. Microchips produced by Nvidia are crucial for training and running artificial intelligence models. The
financial report shows that Nvidia’s total revenue in the first quarter was US$26 billion, a year-on-year increase of 262%. On May 22, Nvidia once again released an optimistic performance forecast, predicting that revenue in the second quarter will reach US$28 billion.
The German Press Agency reported that Nvidia's new chip system is expected to remain in short supply in the second half of the year. It indicates that AI can continue to prosper.
Since 2024, Nvidia’s stock price has increased by 147%. Nvidia shares have risen nearly 30% since the latest revenue forecast alone.
Data from London Stock Exchange Group shows that Nvidia is trading at 39 times expected earnings, which is much cheaper than in 2023 when it traded at more than 70 times expected earnings.
Spain's "Noticias" reported on May 26 that experts believe that artificial intelligence may have huge investment risks, and semiconductors have the highest risk level, which is level 4.
analysis believes that NVIDIA's market value will exceed Microsoft's just around the corner.It has jointly built an advanced computing center with Taiwan's Hon Hai Group and is expected to be completed in 2026.
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