Nvidia Hits US$5tn Valuation Amid Global AI Expansion

Nvidia, the most valuable company in the world, has reached a US$5tn market capitalisation after CEO Jensen Huang laid out the company’s vision for the future at its GTC Washington DC event.

The new partnerships and announcements, which centred around bringing manufacturing back to America, pushed the company's market cap to now reach US$5.11tn.

Jensen also announced that the company has US$500bn in bookings for its new Blackwell and Rubin chips over the next five quarters.

“We are going through a platform shift,” he said. “That shift is a once in a lifetime opportunity for us to get back into the game for us to start innovating with American technology.

“Today we are announcing that we are going to do that.”

Nvidia ARC and Nokia powers the 6G revolution 

At the conference, Nvidia announced its US$1bn partnership with Nokia, the second largest telecommunications maker in the world. 

This partnership builds on Nvidia’s advances in accelerated computing and AI and this partnership will, according to Jensen, make America the centre of the next revolution in 6G.

The foundation of this effort is Nvidia’s newly announced product line Nvidia ARC, Aerial RAN Computer, built from three core technologies: the Grace CPU, the Blackwell GPU and Mellanox ConnectX networking.

The Nvidia ARC is a 6G-ready, wireless computing system that runs on top of the CUDA-X library, which Nokia will now integrate into its base stations worldwide.

The ARC is a software defined programmable computer capable of wireless communication and AI processing at the same time.

Justin Hotard President and CEO of Nokia said: “The next leap in telecom isn’t just from 5G to 6G, it’s a fundamental redesign of the network to deliver AI-powered connectivity, capable of processing intelligence from the data center all the way to the edge.”

“Our partnership with Nvidia, and their investment in Nokia, will accelerate AI-RAN innovation to put an AI data centre into everyone’s pocket.”

Nvidia to build seven AI supercomputers for the DOE 

“Today we are announcing that the Department of Energy has partnered with Nvidia to build seven new AI supercomputers to advance our nation’s science,” said Jensen. 

He described a new interconnect architecture that directly connects quantum processors with Nvidia GPUs and is capable of moving terabytes of data to and from quantum hardware to perform error corrections.

The new quantum-GPU computing, powered by CUDA Q, Nvidia’s platform for quantum computing is called NVQLink.

NVQLinks can also connect the quantum QPUs and GPU supercomputers to do hybrid simulations, thereby working in harmony with classical computing to advance performance.

This, the CEO said, is the future of quantum computing. 

Nvidia partners with Uber for Robo Taxis 

“Nvidia is the backbone of the AI era, and is now fully harnessing that innovation to unleash L4 autonomy at enormous scale, while making it easier for Nvidia-empowered AVs to be deployed on Uber,” said Dara Khosrowshahi, CEO of Uber. 

“Autonomous mobility will transform our cities for the better, and we’re thrilled to partner with Nvidia to help make that vision a reality.”

The company's new Nvidia Drive Hyperion is a reference compute and sensor architecture that allows vehicle manufacturers to develop robo taxi-ready models.

Uber plans to deploy 100,000 autonomous vehicles in 2027 supported by a joint AI factory built on the Nvidia Cosmos platform.

Partnership with Palantir for operational AI

Nvidia’s freshly announced partnership with Palantir focuses on building an integrated operational AI technology stack, combining Nvidia accelerated computing, CUDA-X libraries and open source Nemotron models, within Palantir’s Ontology framework.

“Palantir is focused on deploying AI that delivers immediate, asymmetric value to our customers,” said Alex Karp, cofounder and CEO of Palantir Technologies.

“We are proud to partner with Nvidia to fuse our AI-driven decision intelligence systems with the world’s most advanced AI infrastructure.”

Nvidia also announced its Omniverse DSX, a stack to support the building of AI factories and stressed the importance of bringing industrialisation back to America.

Taken together these partnerships and systems show Nvidia extending its reach beyond chips into telecommunications, transport, national research and enterprise AI infrastructure.

The company is not just leading the AI era, it is shaping the architecture that will define it.