In an impressive move on the financial markets, Nvidia has managed to overtake Microsoft to become the world’s most valuable company, with a market capitalization reaching $3.5 trillion.
This milestone marks a new chapter for the semiconductor and artificial intelligence (AI) giant, which has achieved exceptional growth, backed by the boom in its products and growing demand in the AI sector. In this article, we will look at how Nvidia has achieved this rise and what it means for the future of the technology market.
The meteoric rise of Nvidia
For years now, Nvidia has been positioning itself as one of the key players in the technology sector, especially with its artificial intelligence (AI) chips. However, it was its recent success in AI that allowed it to dethrone Microsoft. The last time Nvidia reached the top spot in the ranking of most valuable companies was in January 2025, and its recent surge in the value of its shares, which rose 3% on Tuesday, allowed it to overtake Microsoft, reaching a market capitalization of $3.444 trillion. By comparison, Microsoft stood at $3.441 trillion.
This spectacular increase is not fortuitous. Nvidia’s Q1 2025 financial results far exceeded Wall Street expectations, with revenue of $44.06 billion, a 69% year-over-year increase. Demand for its products, especially in the AI space, has been a key factor in this success.
Jensen Huang’s leadership and commitment to artificial intelligence
Nvidia CEO Jensen Huang has played a key role in this rise. His strategic vision has enabled the company to position itself as a leader in AI chip development, giving it a decisive competitive advantage in the market. Huang has been very clear about his ambitions, highlighting that China has become one of the most important markets for AI and that U.S. export control policies are affecting its ability to compete globally. In his remarks, Huang stressed that China is home to a large portion of the world’s AI talent, making control of the Chinese market essential for any technology company.
Despite challenges, such as the recent loss of $8 billion in revenue due to export restrictions imposed by the Trump administration, Nvidia remains optimistic. Investors have remained confident about the company’s future, with strong demand for its products in the artificial intelligence sector.
The impact of artificial intelligence and semiconductors on the marketplace
Nvidia’s rise reflects a broader trend in the technology market, in which semiconductor chips and artificial intelligence are gaining increasing relevance. Companies around the world are investing in AI-based solutions to improve their processes and products, which has led to increased demand for high-performance semiconductors, such as those that Nvidia produces.
This growth has also boosted the VanEck Semiconductor ETF, which saw a 2% gain recently, and other semiconductor companies such as Micron Technology, which saw upside of as much as 4%. Nvidia, in particular, has led this sector, becoming the main beneficiary of the AI boom.
What does it mean for the future of Nvidia and the market?
Nvidia’s recent surpassing of Microsoft in the ranking of most valuable companies not only reflects the company’s leadership in the semiconductor market, but also its strategic positioning in the artificial intelligence space. As AI technologies continue to transform entire industries, Nvidia is uniquely positioned to capitalize on this trend.
The AI chip market is booming, and companies like Nvidia are well positioned to lead in this field for years to come. If demand for AI-based solutions continues to grow at the current rate, we are likely to see further growth in market value for companies like Nvidia, cementing its place as one of the most influential companies in the world.

Conclusion: A bright future for Nvidia
Nvidia’s overtaking of Microsoft marks an important milestone in the technology industry. The company has not only demonstrated its dominance in the semiconductor market, but has also managed to ride the wave of innovation that is rocking the world of artificial intelligence. With a clear vision for the future under the leadership of Jensen Huang, Nvidia is poised to remain a key player in the global market.
As AI becomes a key growth driver for the technology sector, Nvidia is well positioned to continue to lead this change. Investors continue to bet on its success, and with a market capitalization approaching $3.5 trillion, the company could be poised to reach new heights in the coming years.
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