Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the potential to outperform Nvidia in the coming years.

In just the past two months the governments of France, Germany, Saudi Arabia, South Korea and the United Arab Emirates (uae) have all been involved in deals to build local AI infrastructure (see chart).

Silicon Valley chipmaker Nvidia has cemented its position at the forefront of the technology world, briefly becoming the first publicly traded company to surpass a $4 trillion market valuation. The milestone,

Investors have been drawn to SoundHound because the company is tapping into an expanding conversational AI market that is estimated to be worth $152 billion by 2033. SoundHound's tech can handle a range of tasks, including customer service calls over the phone and ordering meals in the drive-thru, and so far, business has been booming.

NVIDIA’s market value broke a record on Wednesday after dipping in spring amid political uncertainty and chip restrictions.

Nvidia briefly reached a market capitalization of $4 trillion on Wednesday, making it the first company in the world to reach the milestone and solidifying its position as one of Wall Street's most-favored stocks.

On Wednesday, Nvidia became the first company in history to reach $4 trillion market valuation as shares rose more than 2 percent, reports CNBC. The GPU maker's stock has climbed 22 percent since the start of 2025, continuing a trend driven by demand for AI hardware following ChatGPT's late 2022 launch.

Huawei is reportedly building its next-gen Ascend 920 chip as a proper GPU designed for diverse computing tasks beyond just AI.

Nvidia has rebounded about 74% from its lows in April, when global markets were jolted from U.S. President Donald Trump's tariff volley.

NVIDIA urges ECC activation to mitigate GPUHammer, a RowHammer exploit threatening AI accuracy and data integrity on GPUs.

Silicon Valley chipmaker Nvidia on Wednesday became the first publicly traded company to surpass a $4 trillion market valuation, putting the latest exclamation point on the investor frenzy surrounding an artificial intelligence boom powered by its industry-leading processors.