Ga onbeperkt met Magzter GOLD
Krijg onbeperkte toegang tot meer dan 9000 tijdschriften, kranten en Premium-verhalen voor slechts
Poging GOUD - Vrij
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?
Dit verhaal komt uit de November 03, 2025-editie van Mint Mumbai.
Abonneer u op Magzter GOLD voor toegang tot duizenden zorgvuldig samengestelde premiumverhalen en meer dan 9000 tijdschriften en kranten.
Bent u al abonnee? Aanmelden
MEER VERHALEN VAN Mint Mumbai
Mint Mumbai
Boeing’s China comeback will be turbulent even with a deal
The plane-maker can’t escape the US-China geopolitical crossfire
3 mins
May 20, 2026
Mint Mumbai
PepsiCo India revenue rises 8% in 2025, driven by snacks
PepsiCo India Holdings Pvt. Ltd reported an 8% rise in consolidated revenue to ₹9,798 crore for calendar year 2025, while net profit rose 4.5% to ₹905 crore.
2 mins
May 20, 2026
Mint Mumbai
AIFs seek easier accreditation rules, sharper incentives
India’s alternative investment funds are seeking to widen access to a small but fast-growing pool of wealthy investors, arguing that a cumbersome accreditation system and limited incentives are slowing participation even as the sector grows quickly.
1 mins
May 20, 2026
Mint Mumbai
Advent to invest $150 mn for Balaji minority stake
Global private equity firm Advent International will invest $150 million for a significant minority stake in Iscon Balaji Foods Pvt. Ltd (IBF), one of India’s top potato processors, a joint statement said Tuesday.
1 mins
May 20, 2026
Mint Mumbai
Xi Jinping is now the world leader he wanted to be, but it has come at a cost
The Chinese leader's policies have strained his country at home but given him great international stature
5 mins
May 20, 2026
Mint Mumbai
Aadhaar held in Google Wallets: why is there a furore?
Last month, when Google announced that Indian residents can now store their Aadhaar verifiable credentials in their Google Wallet, the reaction was shrill.
3 mins
May 20, 2026
Mint Mumbai
Zydus Lifesciences beats estimates
Zydus Lifesciences beat street estimates, with its revenue for the final quarter of fiscal year 2025-26 (FY26) rising 16% and net profit, adjusted for exceptional items, 15% year-on-year.
1 min
May 20, 2026
Mint Mumbai
Rupee hits new low of 96.70 per dollar
The rupee descended for the eighth consecutive session and ended 50 paise down at its lowest-ever level of 96.70 against the US dollar on Tuesday, weighed down by soaring crude oil prices, persistent foreign capital outflows, and a resilient dollar buoyed by global risk-aversion.
1 min
May 20, 2026
Mint Mumbai
OpenAI overhaul: Musk loses case against Altman
A jury rejected Elon Musk’s claims that OpenAI under Sam Altman’s leadership betrayed its mission to benefit the public by morphing into a for-profit business, finding that he waited too long to sue the company.
2 mins
May 20, 2026
Mint Mumbai
HOW ALUMNI HEALTH PLANS DIFFER FROM INDIVIDUAL INSURANCE POLICIES
A college senior called recently with a practical problem. He had suffered a cardiac episode some years ago and was finding it difficult to now increase his health cover.
3 mins
May 20, 2026
Listen
Translate
Change font size