The AI trade has reignited in recent weeks, putting the semiconductor designer on the brink of a $4 trillion valuation.

While competitors are racing to close the gap, Nvidia's combination of cutting-edge hardware and indispensable CUDA platform will continue to give it a lasting edge. Now, Nvidia is obviously not the sole beneficiary here,

For all the talk about how much more Nvidia can grow, it delivered a blowout report for the fiscal 2026 first quarter.