In 1907, US Steel was the most valuable company in America as steel was the core tech. In 1957, IBM was the king as the mainframe ran the show. By 1983, GE ruled. In the decade of 2010s, Apple and Microsoft took over as mobile Internet and apps defined markets. Today, this is Nvidia moment as AI infrastructure is the new steel: “Nvidia added another milestone to its meteoric rise on Wednesday, when its stock briefly pushed the company’s market value above $4 trillion during trading—making it the first company in history to achieve that valuation intraday.”
Congratulations Nvidia. The AI era is not hype; it is real. Yes, AI moment is not the same as the dotcom one because AI companies are generating revenue. As YCombinator recently noted, AI companies are the fastest growing companies on record, and the margins are the best. This implication is that our world is being redesigned and transformed. This a cambrian moment in the market and AI is powering that future.
Nvidia stands alone. The AI chipmaker became the first company to reach a market capitalization of $4 trillion on an intraday basis on Wednesday, before closing out the trading session slightly below that threshold. The world’s most valuable company surpassed Apple and LinkedIn parent Microsoft, which are the only other members of the $3 trillion club. Nvidia has ridden the AI boom to the top of the markets, making the chips that power large language models like ChatGPT. The 32-year-old company has seen the value of its shares surge fifteenfold in just the past five years.
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