Usman Salis
● Anya pointed out something striking: Nvidia ($NVDA) has reached a $5 trillion valuation, making it one of the world's most valuable companies. To put that in perspective, there's only about $2.3 trillion in U.S. cash circulating globally — meaning Nvidia's market cap is now bigger than all the physical dollars that exist.
● This massive valuation shows just how much investors believe in AI and the tech behind it. Nvidia's GPUs power AI infrastructure worldwide, from language models to cloud computing. But the rapid rise has people asking: does this reflect real long-term value, or are we watching an AI bubble inflate?
● The concerns aren't about regulation — they're about money and momentum. Some worry that if AI spending slows or supply chains hit snags, Nvidia's growth story could stumble. Others say Nvidia's dominance in GPU manufacturing and its deep ties to AI ecosystems make it one of the few companies that can actually keep up with exponential demand.
● Nvidia's surge has also reshaped the market itself. Its huge weight in indexes like the S&P 500 and Nasdaq means the broader market now rises and falls with NVDA. A sharp drop could ripple through tech portfolios and institutional funds everywhere.
● We're at a rare moment where a single company's valuation rivals the kind of numbers usually reserved for entire economies.
Usman Salis
