Investor enthusiasm surrounding artificial intelligence lifted Nvidia’s valuation past $5 trillion, achieved merely three months after crossing $4 trillion. The rally came despite a mixed broader market as traders digested corporate AI investment disclosures. Analysts cited surging demand for Nvidia’s H200 and next-gen data center chips as catalysts for record revenue forecasts. The company’s dominance continues to drive broader semiconductor strength, with chip stocks in Taiwan and South Korea following suit. Market strategists warn that valuations now price in aggressive growth expectations, leaving little margin for policy missteps or tech regulation shocks.