Nvidia’s AI-Driven Growth Story Faces Sustainability Questions
Nvidia's $4 trillion market milestone may only mark the beginning of its expansion as the company resumes AI chip exports to China and prepares to dominate with its Blackwell platform. The stock's rally has positioned it as a potential surprise growth leader for the year, but analysts debate whether the momentum can hold.
Market prices referenced are from July 23, 2025, with commentary published a week later. While AI infrastructure demand continues driving semiconductor valuations, some investors question if Nvidia's ceiling is approaching.