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Tim Fries

Nvidia’s $5 Trillion Milestone, CES 2026 Launches and the Question of AI Upside

Nvidia, which crossed a $5 trillion market capitalization before easing back to $4.57 trillion, has seen its annual share-price gains slow from 238.87% in 2023 to 38.88% in 2025. At CES 2026, the company unveiled upgrades in gaming, automotive and data center platforms, including the Vera Rubin NVL72 rack-scale AI cluster. These developments suggest Nvidia is shifting from rapid expansion to consolidating structural control over key parts of the AI ecosystem.
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