NVIDIA’s All-Time High Explained In 50 Seconds

Benzinga

NVIDIA just shattered expectations, hitting a record-breaking $4 trillion market cap after OpenAI reaffirmed its commitment to using NVIDIA’s AI chips. In this short, we break down the exact news that pushed NVIDIA to all-time highs, why Microsoft’s delays and TSMC’s U.S. support matter, and what this means for investors going forward.  We’ll also explain the risks—like upcoming U.S. export controls—and help you decide if NVDA is still a smart bet.

Transcript

00:00NVIDIA just hit $4 trillion and they're not slowing down.

00:04Here's what just changed everything.

00:06For months, investors feared that OpenAI might ditch NVIDIA's chips for Google's.

00:11But Monday, that rumor died.

00:13OpenAI doubled down, locking NVIDIA in as the backbone of AI's future.

00:18That one announcement triggered a massive surge.

00:21NVIDIA's stock hit an all-time high, and now they're not just a tech company,

00:26they're the AI infrastructure.

00:28To add to that, a new semiconductor tax credit just passed.

00:33TSMC is boosting U.S. production to support them.

00:36And Microsoft's chip delays just made NVIDIA even stronger.

00:40NVIDIA might be expensive, but it's moving like it's the foundation of tomorrow.

00:44Follow Benzinga for more daily updates that are impacting the markets.

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