This Week at Nvidia. Jul 12 2025
Jul 12th 2025. Welcome to This Week at Nvidia, your comprehensive source of the latest developments surrounding Nvidia Corporation
Nvidia Becomes First Company to Hit $4 Trillion Market Cap
Nvidia achieved a historic milestone by becoming the first publicly traded company to reach a $4 trillion market valuation on July 9, 2025
The stock surged 2.5% to a record high of $164, driven by continued confidence in AI technology demand
This milestone was reached just over a year after the company crossed the $3 trillion threshold, demonstrating unprecedented growth velocity
Why It Matters: this historic achievement cements Nvidia's position as the undisputed leader in the AI revolution and validates the massive market opportunity in artificial intelligence infrastructure.
Nvidia made history on Wednesday, July 9, 2025, by becoming the first publicly traded company to achieve a $4 trillion market capitalization. The chip giant's stock climbed as much as 2.5% during intraday trading, reaching a record high of $164 per share, as investors continued to demonstrate unwavering confidence in the company's dominance of the artificial intelligence market.
The milestone represents a remarkable acceleration in Nvidia's growth trajectory. The company first crossed the $1 trillion valuation mark in June 2023, meaning it has quadrupled in value in just over two years. This rapid ascent has outpaced traditional tech giants Apple and Microsoft, both of which remain below the $4 trillion threshold despite their massive market presence.
The achievement comes after a challenging start to 2025, when the emergence of Chinese AI model DeepSeek in January had initially rattled investor confidence in AI-focused companies. However, Nvidia's stock has demonstrated remarkable resilience, rising over 22% year-to-date compared to nearly 15% for the broader Philadelphia SE Semiconductor Index.
Dan Ives, a technology analyst at Wedbush Securities, described the moment as "historical" and emphasized Nvidia's unique market position. "This showcases the tech sector's strength and indicates that the AI Revolution is entering its next growth phase, led by the one chip fueling AI," Ives commented. The analyst expressed confidence that Microsoft, currently valued at approximately $3.77 trillion, would also achieve the $4 trillion milestone during the summer.
The $4 trillion valuation reflects Wall Street's belief in the sustained growth of artificial intelligence applications and Nvidia's central role in providing the computational infrastructure that powers this transformation. The company's advanced graphics processing units have become essential components for training and running large language models, making them as valuable as traditional commodities like gold and oil in the modern economy.
Jensen Huang Sells $36.4 Million in Nvidia Stock
Nvidia CEO Jensen Huang sold approximately $36.4 million worth of company stock, representing 225,000 shares
The transaction was part of a predetermined trading plan established in March 2025, allowing him to sell up to six million shares by year-end
Huang's net worth has surged to $143 billion, placing him in close competition with Warren Buffett for the title of America's wealthiest individual
Why It Matters: the stock sale demonstrates executive confidence in predetermined trading strategies while highlighting how Nvidia's success has created unprecedented wealth for its leadership team.
Nvidia CEO Jensen Huang executed a significant stock sale on Friday, July 11, 2025, divesting approximately $36.4 million worth of company shares through a predetermined trading arrangement. The transaction involved 225,000 shares and represents the latest in a series of strategic stock sales by the AI chipmaker's founder and chief executive.
The sale was conducted under a Rule 10b5-1 trading plan that Huang established in March 2025, which allows him to sell up to six million Nvidia shares before the end of the year. This type of predetermined trading arrangement enables executives to sell shares at regular intervals while avoiding accusations of insider trading, as the sales are scheduled in advance regardless of the company's performance or stock price movements.
This marks Huang's second major stock sale under the current plan, following an initial transaction in June that netted approximately $15 million. The systematic approach to stock sales reflects a common practice among technology executives who have seen their paper wealth grow exponentially due to their companies' success in the AI boom.
The 62-year-old executive's personal fortune has experienced remarkable growth, with his net worth increasing by more than $29 billion since the beginning of 2025 alone. According to Bloomberg's Billionaires Index, Huang's wealth now stands at approximately $143 billion, placing him in direct competition with Berkshire Hathaway's Warren Buffett, who maintains a net worth of $144 billion.
The close proximity in wealth between Huang and Buffett represents a symbolic shift in American capitalism, with technology innovators challenging traditional investment titans for the top positions on wealth rankings. Analysis from Fortune indicated that during Friday's trading session, Huang briefly surpassed Buffett's net worth, with Huang reaching $143.7 billion compared to Buffett's $142.1 billion.
Despite the substantial stock sales, Huang's transactions represent a relatively small fraction of his overall Nvidia holdings, and the company's stock continued to perform well, experiencing a modest increase of approximately 1% on Friday following the disclosure of the sale.
Jensen Huang Warns AI Could Lead to Job Losses if World Runs Out of Ideas
Nvidia CEO Jensen Huang cautioned that AI could result in significant job displacement if society fails to generate new ideas and innovations
Huang emphasized that productivity gains from AI will only translate to job creation if companies and industries continue to innovate
The comments represent a more nuanced view on AI's impact on employment, contrasting with both optimistic and pessimistic predictions from other industry leaders
Why It Matters: Huang's perspective adds an important caveat to the AI employment debate, suggesting that innovation velocity, not just technological capability, will determine whether AI creates or destroys jobs.
Nvidia CEO Jensen Huang delivered a thought-provoking warning about artificial intelligence's potential impact on employment during a CNN interview with Fareed Zakaria, aired on July 11, 2025. The technology leader suggested that while AI will significantly boost workplace productivity, it could lead to substantial job losses if society fails to maintain its pace of innovation and idea generation.
"If the world runs out of ideas, then productivity gains translates to job loss," Huang explained, offering a nuanced perspective on the ongoing debate about AI's impact on employment. His comments come in response to predictions from Anthropic CEO Dario Amodei, who warned that AI could eliminate half of entry-level white-collar jobs and potentially spike unemployment to 20% within the next five years.
Huang's perspective differs significantly from both extreme optimistic and pessimistic forecasts about AI's employment effects. Rather than viewing the technology as inherently job-creating or job-destroying, he positioned innovation as the critical variable that will determine AI's ultimate impact on the workforce. "The fundamental thing is this, do we have more ideas left in society? And if we do, if we're more productive, we'll be able to grow," he stated.
The Nvidia founder acknowledged that "everybody's jobs will be affected" by AI implementation, but maintained that the outcome depends on society's ability to generate new opportunities and applications. "Some jobs will be lost. Many jobs will be created and what I hope is that the productivity gains that we see in all the industries will lift society," Huang said, expressing optimism about AI's potential to enhance rather than replace human capabilities.
Huang's comments reflect his broader philosophy about technological progress, drawing parallels to historical technological revolutions. He noted that "over the course of the last 300 years, 100 years, 60 years, even in the era of computers," both employment and productivity have generally increased together. He argued that technological advancements typically facilitate the realization of "an abundance of ideas" and create new "ways that we could build a better future."
The CEO's perspective is particularly significant given Nvidia's central role in the AI revolution. As the primary supplier of the graphics processing units that power large language models and other AI applications, Huang has a unique vantage point on the technology's development and potential applications. His emphasis on the importance of continued innovation suggests that the AI industry's leaders recognize the need for responsible development and deployment of these powerful technologies.
Trump Hosts Nvidia CEO Jensen Huang at White House
President Donald Trump hosted Nvidia CEO Jensen Huang at the White House on July 10, 2025, as the company achieved its $4 trillion market cap milestone
The meeting occurred against the backdrop of ongoing tensions over AI chip export restrictions to China, which have significantly impacted Nvidia's business
Trump praised Nvidia's stock performance on social media, highlighting the company's success under his administration's policies
Why It Matters: the high-profile meeting underscores the strategic importance of AI chip manufacturing to U.S. national security and economic competitiveness, while highlighting ongoing policy challenges in the sector.
President Donald Trump hosted Nvidia CEO Jensen Huang at the White House on Thursday, July 10, 2025, marking a significant moment in the ongoing relationship between the administration and the world's most valuable AI chip manufacturer. The meeting came just one day after Nvidia achieved the historic milestone of becoming the first company to close a trading session with a market capitalization exceeding $4 trillion.
The timing of the meeting was particularly noteworthy, as it occurred during a period when Nvidia's stock was experiencing remarkable momentum. Trump took to social media on Thursday morning to celebrate the company's performance, posting that "NVIDIA IS UP 47% SINCE TARIFFS. USA taking in Billions of Dollars in Tariffs," and adding that the "COUNTRY IS NOW 'BACK.'"
While the specific agenda for the White House meeting remained undisclosed, the gathering took place against the backdrop of significant policy challenges affecting Nvidia's global operations. The company has been grappling with export restrictions on its artificial intelligence chips that were implemented by the Trump administration in April 2025 for national security reasons.
The export controls have had substantial financial implications for Nvidia's business, particularly its operations in China. The U.S. government informed Nvidia that its previously approved H20 processor, which was specifically designed for the Chinese market, would now require an export license. This requirement effectively halted Nvidia's sales to China without providing any transition period, representing a significant shift in the company's international business strategy.
During an earnings call in May, Huang had communicated to investors that the export licensing requirement represented a substantial business impact, with the company projecting a loss of $8 billion in anticipated orders for the H20 chip during its July quarter. "The China market is effectively closed to U.S. industry," Huang remarked, highlighting the broader implications of the trade restrictions on American technology companies.
The meeting also comes as Nvidia faces the possibility of additional export restrictions. The Trump administration has indicated plans to revoke a proposed regulation from the previous Biden administration known as the "AI diffusion rule" and replace it with new, more straightforward restrictions later in 2025. These potential new regulations could further impact which countries and entities have access to Nvidia's advanced AI technologies.
Nvidia CEO Sees Tenfold Boost to Europe's AI Computing Power
Jensen Huang announced at GTC Paris 2025 that Nvidia is working to provide a ten-fold increase in AI computing power across Europe
The company is expanding its network of technology centers across Europe, including new hubs in Finland, Germany, Spain, Italy, and the UK
Nvidia is partnering with European governments, telecommunications companies, and cloud providers to deploy AI infrastructure throughout the region
Why It Matters: the European expansion represents Nvidia's strategic commitment to building global AI infrastructure and supporting sovereign AI capabilities, positioning the company as a key enabler of Europe's technological independence.
Nvidia CEO Jensen Huang outlined an ambitious vision for dramatically expanding Europe's artificial intelligence computing capabilities during his keynote at GTC Paris 2025 on July 8, 2025. Speaking at the event, which was held alongside VivaTech, Europe's largest technology conference, Huang announced that Nvidia is working to deliver a ten-fold increase in AI computing power across the European continent.
The announcement represents a significant commitment to European AI infrastructure development, with Huang emphasizing that "Europe isn't just adopting AI — it's building it." The expansion plan encompasses multiple dimensions of AI infrastructure development, from hardware deployment to skills development and quantum computing research.
Central to Nvidia's European strategy is the deployment of its most advanced AI systems throughout the region. Huang highlighted that the company's partners are now producing 1,000 GB200 systems per week, with this representing "just the beginning" of the production scale-up. These systems, which Huang described as "thinking machines" designed for reasoning and planning, are being deployed across European data centers to support both AI infrastructure services and dedicated AI factories.
The expansion includes the establishment of new technology centers across multiple European countries. Nvidia is opening new hubs in Finland, Germany, Spain, Italy, and the United Kingdom, designed to accelerate skills development and support quantum computing research. These centers will serve as focal points for collaboration with European universities, research institutions, and technology companies.
Huang explained that Nvidia is differentiating between two types of AI infrastructure deployment in Europe: AI infrastructure services, which are built for third parties to use and innovate upon, and AI factories, which companies construct for their own use to generate revenue. This dual approach allows the company to support both the broader European AI ecosystem and specific enterprise AI applications.
The European expansion also includes significant partnerships with telecommunications companies and cloud providers throughout the region. These collaborations are designed to ensure that Nvidia's AI technologies are accessible to European businesses and researchers, regardless of their size or technical sophistication.
GeForce NOW July Games Bring the Heat to the Cloud
Nvidia announced the addition of 20 new games to its GeForce NOW cloud gaming service for July 2025
The service continues to expand its library with RTX-powered streaming capabilities, including titles like "Figment" and "Little Nightmares II"
The announcement was part of Nvidia's weekly "GFN Thursday" updates, which regularly introduce new games and features to the platform
Why It Matters: the continued expansion of GeForce NOW demonstrates Nvidia's commitment to cloud gaming and its strategy to leverage AI and GPU technology beyond traditional gaming hardware sales.*
Nvidia announced a substantial expansion of its GeForce NOW cloud gaming service on July 7, 2025, with the addition of 20 new games that subscribers can stream directly from the cloud with RTX-powered performance. The announcement came as part of the company's regular "GFN Thursday" updates, which have become a weekly tradition for introducing new content and features to the platform.
The July 2025 game additions include a diverse range of titles designed to appeal to different gaming preferences and demographics. Among the highlighted new additions are "Figment," an innovative musical adventure game, and "Little Nightmares II," a atmospheric horror-adventure title that showcases the visual capabilities of RTX-powered cloud streaming. These games join the expanding library of titles available through Nvidia's cloud gaming infrastructure.
GeForce NOW represents Nvidia's strategic approach to expanding its gaming reach beyond traditional hardware sales. The service allows users to stream high-end gaming experiences to devices that might not otherwise have the computational power to run demanding games locally. This approach is particularly valuable for users with older hardware or those using devices like smartphones, tablets, or low-end laptops.
The cloud gaming service leverages Nvidia's data center GPU infrastructure to deliver gaming experiences that include real-time ray tracing, DLSS (Deep Learning Super Sampling), and other advanced graphical features. This allows subscribers to experience cutting-edge gaming technology without requiring expensive local hardware upgrades.
The regular addition of new games to the GeForce NOW library is part of Nvidia's broader strategy to maintain subscriber engagement and demonstrate the value proposition of cloud gaming. The service competes with other cloud gaming platforms while offering unique advantages through Nvidia's specialized gaming GPU technology and AI-enhanced features.
The announcement also reflects Nvidia's commitment to expanding gaming accessibility, as cloud gaming can potentially reach users who might not otherwise have access to high-end gaming experiences. This democratization of gaming technology aligns with the company's broader mission to make advanced computing capabilities more widely available.
Thanks for reading This Week at Nvidia. Stay tuned for next week's edition for more insights into the latest developments shaping Nvidia and the broader tech ecosystem.