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A $5 tn milestone that reignites the AI bubble debate
Mint Mumbai
|November 03, 2025
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.
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.
What explains this rapid rise?
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