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A $5 tn milestone that reignites the AI bubble debate
November 03, 2025
|Mint New Delhi
Nvidia, which defines the AI boom, has become world's first firm with a $5 trillion market cap. Its valuation is seen at $8-10 trillion by 2030. Yet, with rising doubts over GenAI profitability and Big Tech's cash burn, we explore if the surge marks lasting growth, or the onset of an AI winter.
1 Why is Nvidia in the headlines again?
Nvidia's rise has been meteoric. The chipmaker crossed a $1 trillion market cap in May 2023, doubled to $2 trillion by February 2024, touched $3 trillion in June 2024, and overtook Apple and Microsoft at $4 trillion in July 2025 before hitting $5 trillion on 30 October. Analysts now forecast a market cap of $8-10 trillion by 2030, fuelled by surging investment in AI infrastructure. Nvidia's fiscal year 2025 revenue of $130.5 billion, up 114%, is projected to exceed $200 billion in fiscal 2026. Industry watchers, including Fundstrat Global Advisors, are predicting $1 trillion of annual revenue by the end of the decade.
2 What explains this rapid rise?
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