Nvidia Tops $5 Trillion Market Value

Nvidia surged to become the first public company to top a $5 trillion market valuation as investors rallied on unprecedented demand for its AI chips, bullish GTC announcements and hopes that U.S.-China talks could reopen China to high-end chips. Wall Street analysts raised price targets after Nvidia signaled massive demand for its Blackwell and Rubin GPUs and disclosed plans for new supercomputers and large strategic deals. The company said Eli Lilly will deploy the first DGX SuperPOD made from DGX B300 systems—more than 1,000 B300 GPUs—to build an AI factory for drug discovery, imaging, manufacturing and enterprise AI, powered by renewable electricity and chilled-water cooling. Johnson & Johnson is partnering with Nvidia's Isaac robotics platform to develop virtual operating-room simulations and high-fidelity digital twins for surgical systems. The combination of record valuations, elevated analyst expectations, government and corporate supercomputer projects, and new industry partnerships underscores Nvidia's central role in the AI boom and its ripple effects across pharma and industrial sectors.