Nvidia becomes world's No. 1 in market capitalization

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Nvidia becomes world's number one in market capitalization!?

In June 2025, a historic turning point occurred in the global technology industry. Nvidia, familiar to us as a graphics card manufacturer, finally rose to the top of the world.

On Tuesday, June 3, 2025, local time, NVIDIA surpassed Microsoft (MS) and Apple, which had held the top spot for a long time, to become the world's most valuable company. With the stock price surge that day, NVIDIA's market capitalization reached approximately $3.444 trillion (approximately 4,750 trillion won), making history. This is more than just a change in ranking; it is a symbolic event in which the market officially acknowledges that artificial intelligence (AI) is the core driving force of future industries.

In fact, this is not the first time that Nvidia has taken the top spot. It briefly took the top spot in June 2024 and January 2025, signaling fierce competition. However, this achievement of the top spot is significant in that it is not simply a temporary reaction of the market, but an inevitable result that coincides with the explosive increase in demand for AI semiconductors.

Now, Nvidia has completely reborn as a company that goes beyond being a GPU (graphics processing unit) supplier, to being the heart of AI infrastructure and a provider of core underlying technologies for the digital economy. The performance announcements that have been made in succession have far exceeded market expectations, and the recent stock split has opened up the opportunity for more investors to participate in Nvidia's growth.

As all the trends are heading towards Nvidia, the company has gone beyond being a simple semiconductor powerhouse and has become a leading player in the AI era, standing at the center of the global capital market. In this article, we will analyze Nvidia’s amazing growth background, the practical meaning of its rise to the top in market capitalization, recent performance and major policy changes, and future risks and opportunities that investors should pay attention to.

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1. What kind of company is NVIDIA?

NVIDIA is a technology company founded in 1993 in California, USA by Jensen Huang, Chris Malachowsky, and Curtis Priem.
Initially optimized for game graphics processing GPU(Graphics Processing Unit) Although it focused on development, it has now transformed into a company that supplies core technologies in various industries such as artificial intelligence (AI), autonomous driving, and high-performance computing (HPC).

In particular, NVIDIA launched the world's first GPU in 1999. GeForce 256With the launch of the GPU, it secured innovative technological leadership in the graphics card market. Afterwards, it developed a parallel computing platform called CUDA (Compute Unified Device Architecture), evolving GPUs from simple graphics processing devices to general-purpose computing resources.
This technology will play an essential role in deep learning and AI training data processing.

In the past decade, NVIDIA has expanded beyond the gaming industry to include cutting-edge technologies such as cloud data centers, supercomputers, and AI research labs. AI Accelerator Chip Rapid growth was achieved as demand increased.
In particular, NVIDIA's representative AI semiconductor product H100 Tensor Core GPUis optimized for large-scale language model learning such as ChatGPT, and is being adopted en masse by big tech companies such as Google, Microsoft, and Meta.

From 2023, in order to strengthen its identity as an ‘infrastructure company in the AI era,’ the company is broadly expanding its business to include the development of its own AI supercomputer, as well as the supply of semiconductor design IP and software toolkits (NVIDIA AI Enterprise).
Accordingly, NVIDIA is positioning itself as a core platform company leading the AI ecosystem, rather than a simple hardware manufacturer.

In short, Nvidia is one of the world's most influential technology companies, having evolved from its past image as a "graphics card company" to a central axis of the AI-based digital economy.

 1-1. Announcement of ‘overwhelming performance’ that exceeds expectations

The most direct trigger for Nvidia's stock price to rise to number one was Q1 2025 earnings announcement(late May) shocked the market by posting sales and profits that far exceeded even Wall Street's most optimistic forecasts.

  • Data Center Sales Surge: Sales in the data center sector, where demand for AI chips is concentrated, increased compared to the same period last year. 73% or surgeThis has led to growth. This proves that the growth of the AI market is not just a bubble but is leading to actual sales.
  • A rosy future outlook: Not only was the past performance good, but the expected performance (guidance) for the next quarter also exceeded the market's expectations. This sent a strong signal to the market that Nvidia's dominance will continue in the future.

1-2. Huge expectations for the next-generation AI chip, 'Blackwell'

In March, Nvidia unveiled its next-generation AI chip, which is said to be far more powerful than its existing H100 chip. 'Blackwell' platformHere's why this is more than just a simple new product announcement:

  • Technological Gap: 'Blackwell' boasts overwhelming performance that competitors will find difficult to match, which gives us confidence that Nvidia will further solidify its dominance in the AI chip market in the coming years.
  • Confirmed future demand: With giant Big Tech companies like Amazon, Google, Microsoft, and Meta all announcing that they will be adopting Blackwell, it has the effect of ensuring future revenue.

1-3. Decision on 10 to 1 stock split

With the announcement of performance 10 to 1 stock split The announcement of the plan was also a major catalyst for the stock price increase.

  • Expanding investor accessibility: With the price per share dropping by a factor of 10, Nvidia stock has become more affordable for retail investors, leading to expectations that more money will flow into the market.
  • Expression of confidence: The market interpreted the decision to split the stock despite the high stock price as showing management's strong confidence in the company's growth.

as a result, “Overwhelming current performance + unwavering future dominance (Blackwell) + investor-friendly policies (par value HAL)” It can be seen that the three powerful engines, which are mentioned above, worked simultaneously to explosively push up the stock price, ultimately creating the historic result of becoming the No. 1 company in terms of market capitalization.

2. From Semiconductors to AI: How Nvidia Took Over the World

Founded in 1993, NVIDIA has long been a leader in the graphics card market. However, the real reason why NVIDIA, which was simply a gaming graphics card company, was able to rise to become the world's largest company in terms of market capitalization is the advent of the artificial intelligence (AI) era. GPU(Graphics Processing Unit)This is because it is now gaining attention as a key device for AI model learning beyond games.

Deep learning, in particular, requires processing numerous operations in parallel, and GPUs are much more efficient than traditional CPUs. NVIDIA read this trend early on and shifted its business from simply manufacturing hardware to building an AI ecosystem. A representative example is CUDA PlatformIt is a development tool that allows programmers to directly control the computational performance of GPUs, and has become an indispensable tool for AI researchers, startups, and large tech companies alike.

Additionally, NVIDIA has a supercomputer dedicated to AI. DGX SystemAnd with the A100 and H100 series, which are GPUs for data centers, the company has established itself as a company that sets the 'standard for AI computing' beyond simple graphic chips. This product line has become the core infrastructure used by numerous global companies such as OpenAI, Google, and Microsoft.

In this way, Nvidia has evolved from a simple semiconductor manufacturer to a core infrastructure company in the AI era. It has shed its old image as a “gaming graphics card company” and established a new identity as a “pickaxe manufacturer dominating the gold rush of the AI era.”

It is no surprise that investors who were the first to sense this change flocked to Nvidia, causing its stock price to skyrocket and its market capitalization to soar in a short period of time. The key was not simply technological prowess, but a strategy that predicted and preempted the flow of change.

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3. What does it mean to be ranked 1st in market capitalization?

By June 2025, Nvidia will surpass Apple and Microsoft World's No. 1 market capitalization It has risen to prominence as a corporation.
This is not just a simple stock market event, but a symbolic event that shows how the center of the global economy is shifting.

Market capitalization is the number by which the market evaluates the total value of a company.
In other words, it is the most immediate and sober answer to the question, “How important is this company in this day and age?”
In that respect, the fact that Nvidia took first place with a market capitalization of over 3 trillion dollars (about 4,000 trillion won) means that
AI is the most notable future food in the world right nowThis is evidence of that.

Right at the center of it all is NVIDIA.
This company does not just sell semiconductors, but also sells them all over the world. 'AI Factory', defining itself as a new-age infrastructure provider.
“The world will need thousands of AI factories,” said CEO Jensen Huang, who has already announced plans to build more than 100 AI factories.AI Factory 100 Nvidia Jensen Huang Reveals… Article Go see]
This AI factory is not just a simple data center, A complete industrial production line to train and deploy AIIt means.

This strategy also provides great confidence to investors.
There are many companies that only have technical skills, Vision and execution ability to grow the AI ecosystem into an ‘infrastructure’It is rare to find a company that has this.
This is precisely what has transformed Nvidia from a simple semiconductor company into a “platform company for the AI era.”

Now, NVIDIA's value cannot be interpreted as a simple number, but as an indicator of the technological power that will dominate the next generation.
Being number one in market capitalization is not simply a victory for the stock, A warning signal for a shift in the industrial paradigmno see.

4. Expansion strategy beyond semiconductors

Many people still believe that Nvidia A semiconductor company that makes GPUsIt is recognized only as .
But today, NVIDIA goes beyond semiconductor manufacturing. 'Infrastructure Provider' Leading the AI EcosystemIt is solidifying its position as a

At its center is Software StrategyThere is this.
NVIDIA is developing its own dedicated toolkits for AI training and inference, including high-performance compute libraries such as CUDA and TensorRT.
This is a strategy that goes beyond simply supplying hardware, but also attracts the entire developer ecosystem to its platform.

This strategy is also evident in the cloud market.
Not only are big tech companies like Google, Microsoft, and Amazon adopting Nvidia GPUs in their data centers,
Nvidia directly 'DGX Cloud' It is noteworthy that they have started operating the same dedicated AI cloud.
That is, it doesn't stop at selling hardware, Switch to serviceWe are expanding our revenue model.

Additionally, it is making strong inroads into the automobile, robotics, and healthcare sectors.
For example, autonomous driving platform 'DRIVE'is pursuing commercialization in collaboration with global manufacturers such as Mercedes-Benz, Hyundai Motors, and Volkswagen.
Jetson platformIt is being adopted in drones, logistics robots, and factory automation systems.

In this way, NVIDIA's strategy is to move beyond simple product sales. 'Building an ecosystem'has clearly evolved into .
That means once a customer starts using NVIDIA technology, A structure where the entire industrial system naturally revolves around NVIDIAIt is like creating a .

The plan to build 100 AI factories is also in line with this strategy.
Securing physical infrastructure such as an AI factory while controlling hardware, software, cloud, and industry-specific solutions means
soon Declaration that they will take responsibility for the 'power grid' of the next-generation economyno see.

In conclusion, NVIDIA has gone beyond its identity as a semiconductor company. 'Infrastructure Companies' in the AI Erais switching to.
This strategy creates long-term corporate value that goes beyond short-term performance, and is a decisive factor in explaining the company's current position as the No. 1 company in terms of market capitalization.

5. Questions Asked by Nvidia

World's No. 1 market capitalization, ecosystem strategy beyond semiconductors, and plans to build 100 AI factories.
Nvidia is no longer just a “technology company.”
They are currently discussing the industrial structure, economic trends, and the nature of technology in this era. The fundamental questionis throwing.

“Who is the real master of the AI era?”The question is:

For decades, the technological lead has always been Platform companieswas in .
Microsoft dominates the operating system, Google dominates search and advertising, Apple dominates the ecosystem, and Amazon dominates distribution and the cloud.
But Nvidia is changing that.
Now, it's not about dominating the platform, The foundation that makes the platform possible—That is, we will dominate the AI computing power itself.

What's important here is that it doesn't just mean hardware superiority.
NVIDIA is trying to integrate the entire process of computing, storage, distribution, training, and inference for AI creation.
This is soon The value chain of the entire AI economyIt is no different from a declaration to dominate.

So, there is an important question we all need to ask ourselves:
What technologies are we building our future on?
Is your company, your country, and you personally running on NVIDIA’s infrastructure?
Or are we still stuck in the old mold?

This question is not just for the IT industry.
Finance, healthcare, education, logistics, construction, manufacturing, and even the arts.
Now that all industries are being reorganized on the flow of AI and data, 'Who designs the flow?'is soon 'Who Controls the Future'This leads directly to the question:

NVIDIA is redefining the power structure of today and tomorrow.
Their rise is not just a success, it is the beginning of a new world order based on technology.

And we all stand before this question.

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6. Final Summary

Nvidia's rise to the world's No. 1 market cap isn't just a result of a simple stock price increase.
At the center of the AI revolution, controlling computing power, semiconductors, platforms, and ecosystems simultaneously Absolute Advantage StrategyThis is the result that was created.

The company no longer makes GPUs.
We are designing a new infrastructure for the AI era,
From data centers around the world, to autonomous driving, cloud, healthcare, and manufacturing. Rewriting the skeleton of every industry there is.

Additionally, the plan to build more than 100 AI factories demonstrates a will that goes beyond technological prowess.
It is a declaration that we will lead the AI ecosystem itself, not just be a simple supplier.

What matters now is how we respond to that change.
There is only one question NVIDIA asks.
“Are you ready to create your future?”

The future is no longer born in someone's laboratory.
At this moment, not on the stock price graph Silently but surely drawn within AI chips and algorithms there is.

*100 AI Factories, Nvidia Jensen Huang Reveals 'Sovereign AI' Strategy and Future Article Go see

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