Nvidia reaches $5 trillion -- fastest growth among Top 10 tech companies

Nvidia ended October 2025 with a market capitalization of roughly $5 trillion, the first semiconductor company in history to reach that level. The gain represents an increase of about 30% since July, outpacing every other member of the top-10 technology group. 

The rise reflects continued demand for AI computing hardware, supported by sustained hyperscaler capital expenditure and expansion in sovereign-AI infrastructure projects. Hardware suppliers connected to Nvidia’s platform, including SK hynix, Micron, and Vertiv, have also benefited from this momentum.

Across the broader market, technology valuations continued to climb. Microsoft and Apple each moved past $4 trillion, Alphabet advanced toward $3.3 trillion, and Broadcom grew more than 40% to $1.8 trillion. Together, the 10 largest technology companies added roughly $4 trillion in value over the past quarter, underscoring investor preference for companies directly tied to AI infrastructure and cloud computing efficiency.

Meta and Amazon recorded smaller but positive gains, while TSMC declined modestly on foundry-cycle adjustments.

Nvidia’s leadership position within this group reflects the market’s focus on compute throughput, rather than unit volume. Its vertical supply chain — spanning GPUs, interconnects, and HBM memory integration — continues to define the standard for data-center performance. 

As a result, Nvidia’s valuation now exceeds that of the entire semiconductor industry five years ago, illustrating the consolidation of value creation around AI hardware. 

-- Kristian Castellano, Director of Marketing at The Information Network, USA.