Nvidia Is a $5 Trillion AI Giant. Here's When It Might Double Again. - The Globe and Mail

NVIDIA has become a $4.96 trillion tech giant thanks to its dominant position in artificial intelligence. Its new Vera Rubin chip platform is expected to drive further growth by enhancing data center ... Read original →

NVIDIA’s Vera Rubin platform is forcing a cascade upgrade across the AI infrastructure stack—from EDA tools to TSMC’s 3nm EUV processes in Taiwan, China—and advanced packaging. Geopolitical friction is inflating compliance costs: U.S. export controls may compel NVIDIA to bifurcate designs like BlueField-4 DPU by region, eroding economies of scale. AMD and Intel are exploiting this window with CPU+GPU heterogeneous alternatives to Hopper/Blackwell, while Chinese chipmakers are building interconnect standards outside NVLink. Over the next 12–24 months, if NVIDIA fails to lock in full-stack dominance via ConnectX-9 and Spectrum-6 networking, its path to doubling market cap could stretch beyond five years—especially if global AI capex growth dips below the 20% inflection point.