Nvidia Shares Reach New High Amid Renewed AI Optimism
Nvidia's stock surged to a record high on June 25, 2025, reflecting revived investor confidence in artificial intelligence advancements. The company’s shares increased by 4.3%, making Nvidia the most valuable company globally with a market capitalization of approximately $3.77 trillion, surpassing Microsoft. CEO Jensen Huang expressed a bullish outlook, highlighting the vast potential of AI and robotics as a 'multitrillion-dollar' opportunity. He emphasized that Nvidia is in the early stages of a decade-long infrastructure build-out for AI, with growing demand worldwide. Meanwhile, Micron reported a quarterly revenue of $9.3 billion, exceeding analyst expectations, and reaffirmed strong growth prospects driven by AI demand. Earlier in the year, Nvidia faced setbacks due to US-China tensions and global market disruptions, notably after China’s DeepSeek announced a breakthrough and US export restrictions on Nvidia’s chips for China. Despite these challenges, the company is considering redesigning its Blackwell chips to continue serving the Chinese market within export regulations. Industry experts note Nvidia's rapid adaptability and its dominant position in the AI chip market, even as competitors like AMD attempt to challenge its leadership. Nvidia continues to secure high-profile deals in the Gulf and Europe, promoting 'accelerated computing' and AI innovations across sectors. As the company plans multiple AI chip releases annually, market analysts remain optimistic about Nvidia's long-term growth in the AI infrastructure space.
