NVIDIA's market value surpasses 5.5 trillion yuan! The biggest "tax collection machine" of the AI era has appeared

NVIDIA is soaring again.
The stock price is $227, and the market value has broken through $5.5 trillion.
Previously, we said Apple was a "consumption tax," Microsoft was an "office tax," now NVIDIA is almost becoming an "AI tax."
Because the entire AI industry, no matter who makes money, ultimately has to pay Huang Renxun first.
This is the most terrifying part of NVIDIA.
It is not an AI application company.
It is the "infrastructure toll station" for the entire AI world.
Want to train a model?
Buy GPUs first.
Want to expand data centers?
Keep buying GPUs.
Want to compete with OpenAI?
Then you better buy more GPUs.
So now Wall Street doesn't care whether NVIDIA is expensive or not.
They only care about one thing:
"Has AI capital expenditure stopped?"
The current answer is: no.
Microsoft, Google, Amazon, Meta are still spending money crazily.
And the competition is getting fiercer.
So I believe that before May 2026, if NVIDIA continues its current growth rate, the stock price could reach $330.
But there is a huge hidden risk:
The market has already defaulted to the belief that AI will grow rapidly forever.
And the most dangerous moment for capital markets is often when "everyone believes the same story."
Because as soon as one earnings report isn't explosive enough, the stock price could shake violently in an instant.
Don't forget, NVIDIA is no ordinary company now.
It has already begun to take on the role of the "Global AI Sentiment Index."
When NVIDIA rises, the AI bull market continues;
When NVIDIA falls, tech stocks collectively have heart attacks.
So buying NVIDIA now is essentially betting:
Is the AI revolution at the internet level or a bubble?
And the market's current answer is very clear:
"Let's see it rise first."#Polymarket每日热点 #