Nvidia’s Market Dominance Reshapes Global Economy and Investor Strategies
Nvidia's valuation has surged to $5 trillion, eclipsing the influence of most national stock exchanges. The chipmaker's unprecedented growth has redefined market dynamics, with global capital flows and industrial policies now reacting to its performance. "This is obviously a massive outlier from a historical perspective, really something to behold for the ages," remarked Matt Miskin of Manulife John Hancock Investments.
The company's AI-driven rally since 2023 has minted billions for shareholders and cemented CEO Jensen Huang among the global elite. Recent deals with Nokia, Samsung, and Hyundai underscore its expanding reach beyond tech. Microsoft, Amazon, and Meta plan to boost AI infrastructure spending by 34% to $440 billion, further fueling Nvidia's dominance.
