Nvidia Becomes World’s First $4 Trillion Tech Giant

Quick Summary

• Nvidia briefly became the world’s first $4 trillion company after a surge in share price,later settling at a valuation of $3.97 trillion.
• Fiscal 2026 Q2 revenue guidance (ending July 2025) is forecasted at $45 billion (+/-2%), with gross margin expected to be 72% (+/-50 basis points).
• U.S export restrictions are anticipated to cause an $8 billion loss in H20 revenue for Q2 FY26 and contributed to a $4.5 billion charge in H20 inventory during Q1 FY26.
• Fiscal 2026 Q1 revenue reached $44.1 billion, marking a sequential increase of 12%, despite the licensing-related expense. prior quarter (Q4 FY25) revenue was reported at $39.3 billion with non-GAAP EPS of $0.89.
• Analysts project Nvidia’s earnings per share (EPS) to grow: fiscal 2026 ($3.98, up by 43%), fiscal 2027 ($4.92), and fiscal 2028 ($6.26).

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Indian Opinion analysis

Nvidia’s milestone as the first company to reach a brief valuation of $4 trillion underscores its global dominance in artificial intelligence hardware and software innovation-a domain highly significant for India given its rising aspirations as an AI hub on both research and submission fronts.

The projected financial growth amidst tightening U.S export controls reveals resilience but also signals potential vulnerabilities for international businesses that rely on high-tech exports amid geopolitical frictions-lessons crucial for Indian technology firms navigating complex regulatory landscapes globally.

The exponential rise in Nvidia’s earnings and market value provides insight into opportunities within AI-driven industries that Indian enterprises could leverage,particularly through focused investments,partnerships,or by building local capability across semiconductors and machine learning frameworks,which remain strategic gaps today.