Nvidia Becomes World’s Most Valuable Company, Surpassing Microsoft Amid AI Boom

On Tuesday, Nvidia surged ahead of Microsoft to become the most valuable company in the world, as investor interest in artificial intelligence continues to drive its soaring valuation. Nvidia’s stock rose by 3.4%, pushing its market value to approximately $3.45 trillion, just ahead of Microsoft’s $3.44 trillion.

“This is not the first time Nvidia has reached the top.”
The company had also briefly held the top spot earlier on January 24, 2024, before slipping behind Microsoft. This recent resurgence has been fueled by strong quarterly earnings and the soaring demand for AI chips.

Q1 FY2026 Earnings: Record-Breaking Revenue from AI Chips

Nvidia’s Q1 earnings for the period ending April 27 showed remarkable growth:

• Revenue: $44.1 billion

  • 12% higher than Q4

  • 69% higher YoY

• Sales from H20 chips: $4.6 billion

These results reflect a surge in demand for Nvidia’s AI-focused chips, particularly for data centers and AI infrastructure, despite global trade and regulatory challenges.

Investing Heavily in AI Infrastructure

Beyond chips, Nvidia is also investing in building full-scale AI infrastructure. The company plans to create AI systems worth up to $500 billion over the next four years, including:

• Supercomputers

• High-performance data centers

Blackwell Chips & U.S. Manufacturing

In April 2024, Nvidia announced it would start manufacturing AI supercomputers in the U.S.:

• Arizona: Production of advanced Blackwell chips

• Texas: AI supercomputer campus over 1 million square feet, in partnership with Foxconn

This strategy helps Nvidia reduce dependence on foreign manufacturing and navigate global supply chain risks.

Stargate UAE: Building the Largest AI Data Center Hub Outside the U.S.

In May, Nvidia unveiled its international expansion initiative, ‘Stargate UAE’. The project aims to establish the largest AI data center cluster outside the United States, beginning in Abu Dhabi.

Nvidia is collaborating with major players including:

• OpenAI

• Oracle

• SoftBank Group

• Cisco

The goal is to provide powerful AI computing to governments and enterprises globally, especially outside the U.S.

Global Tech Partnerships Accelerating Growth

Nvidia’s influence is further strengthened through collaborations with leading cloud and tech companies:

• Working with Google on AI in robotics and drug discovery

• Blackwell chips to be adopted by major cloud services:

  • Amazon Web Services (AWS)

  • Google Cloud

  • Microsoft Azure

  • Oracle Cloud Infrastructure

These partnerships enable more organizations to integrate Nvidia’s cutting-edge AI chips into their services and research.

Conclusion: A New Era Led by Nvidia’s AI Dominance (Expanded – 150 Words)

Nvidia’s meteoric rise to become the world’s most valuable company underscores its unmatched leadership in the AI-driven technological revolution. Its consistent innovation in chip technology, especially the development of powerful AI processors like the Blackwell series, has placed it at the center of global digital transformation.

By combining hardware excellence with visionary investments in AI infrastructure — including supercomputers and massive data centers — Nvidia has built a robust ecosystem that extends beyond chipmaking. Strategic partnerships with major cloud providers like Amazon Web Services, Google Cloud, and Microsoft Azure have further amplified its reach and influence.

The company’s proactive move to bring manufacturing to the U.S. — through projects in Arizona and Texas — shows adaptability and foresight amid rising geopolitical tensions. Global initiatives such as Stargate UAE highlight its ambition to democratize AI access beyond the U.S. As AI adoption accelerates, Nvidia is not just riding the wave — it is building and steering it.