05.06.2025

NVIDIA Surpasses Microsoft: The New Number One in the World

NVIDIA Surpasses Microsoft in Market Capitalization

NVIDIA has recently overtaken Microsoft in terms of market capitalization, becoming the most valuable public company in the world once again. This shift at the top is primarily driven by the strong momentum in the field of artificial intelligence (AI), which is currently a central trend topic in the stock markets.

Market Capitalization and Rankings

  • NVIDIA: With a market capitalization of about $3.45 trillion, NVIDIA has taken the lead.
  • Microsoft: Microsoft closely follows behind with a market capitalization of about $3.44 trillion.
  • Apple: Apple remains in third place, although it has faced some challenges in AI and iPhone sales in recent months.

Reasons for NVIDIA’s Rise

  1. Strong Financial Results: NVIDIA reported a revenue of $44.06 billion in the first quarter of 2025, marking a 69% increase compared to the previous year.
  2. AI Trend: The growing importance of AI technologies has led to strong demand for NVIDIA products, positively impacting the stock price.
  3. Optimistic Analysts: Many analysts are optimistic about NVIDIA’s future development, particularly regarding the introduction of new AI chips that could further increase gross margins.

Outlook

Analysts see further upside potential for NVIDIA, as the consensus price target is around $170.94, which indicates an upside potential of about 21%. This suggests that NVIDIA’s rally is unlikely to taper off anytime soon.