Nvidia becomes the largest company on the U.S. stock market, raising questions on how to keep growing after hitting a $4 trillion market cap. Analysts speculate on the potential to hit $5 trillion as the company eyes more growth in the artificial intelligence boom.

The U.S. government’s reversal of export restrictions on Nvidia cards to China boosts revenue, prompting analysts to raise stock price targets. China’s generated $17 billion in revenue for Nvidia in 2024, leading to a price target increase to $200 from $185 by veteran fund manager Chris Versace.

Nvidia’s Jupiter supercomputer in Europe, powered by Nvidia GPUs, delivers impressive AI performance. The Isambard-AI supercomputer at the University of Bristol, also powered by Nvidia, showcases the company’s focus on advancing AI technology in Europe with high-performance superchips.

Nvidia unveils Jetson Thor platform for physical AI and humanoid robotics, promising high AI compute capabilities. The platform features a 14-core Arm Neoverse-V3AE CPU and a 2560-core NVIDIA GPU, positioning Nvidia in the robotics market for future growth and innovation.

Nvidia’s move to acquire ARM was thwarted by regulatory issues, impacting future strategies. The company’s presentation at RISC-V Summit China signals the integration of CUDA into RISC-V systems, a move that could impact the semiconductor market and enhance Nvidia’s position in AI technology.

Nvidia supports China’s push towards open-source RISC-V chips by porting CUDA, potentially boosting the viability of the RISC-V platform. The company’s history with RISC-V and plans to switch to RISC-V for CPU cores may bring cost savings and impact the dominance of x86 and ARM architectures.

Read more at Yahoo Finance: Nvidia move deals a major blow to AMD, Intel, and ARM