NVIDIA just shattered expectations, hitting a record-breaking $4 trillion market cap after OpenAI reaffirmed its commitment to using NVIDIA’s AI chips. In this short, we break down the exact news that pushed NVIDIA to all-time highs, why Microsoft’s delays and TSMC’s U.S. support matter, and what this means for investors going forward.
We’ll also explain the risks—like upcoming U.S. export controls—and help you decide if NVDA is still a smart bet.