NVIDIA (英伟达) logs ten straight days of gains; market value up roughly ¥5.19 trillion

Market surge

NVIDIA (英伟达) has recorded ten consecutive trading days of share-price increases, and it has been reported that its market value rose by approximately ¥5.19 trillion (around $730 billion). The rally pushed the chipmaker further into the center of global equity markets, consolidating gains tied to investor enthusiasm for artificial intelligence hardware and software.

What’s driving the rally?

Why the surge? Investors are betting on Nvidia’s near-monopoly position in high-performance GPUs for generative AI and data-center workloads. Market observers attribute the run to strong demand expectations for its chips, upbeat analyst commentary and momentum buying. Reportedly, each fresh headline about AI deployments or stronger-than-expected cloud spending reinforces the narrative that Nvidia will capture a disproportionate share of near-term AI spending.

Geopolitics and outlook

The surge comes against a backdrop of U.S.-led export controls and broader U.S.-China tech tensions that complicate access to advanced chips for some markets. Does that limit Nvidia’s addressable market? It may — but for now investors appear willing to price in continued growth. Analysts warn that valuations are stretched and that policy shifts, supply constraints or a pullback in AI spending could quickly reverse gains. It has been reported that market participants will be closely watching upcoming earnings and any regulatory developments for signs of sustainable momentum.