Between Microsoft and Nvidia The countdown to find out who, first, the roof of the 4 trillion of capitalization dollars. A not indifferent goal for anyone, but above all for Nvidia, protagonist of an ascent as short as it is important in the last couple. And to think that the actions of the chip manufacturer for artificial intelligence was worth just 200 billion in the autumn of 2022, when in fact the launch of Chatgpt has started the new golden age for technological companies.
The first one who will reach the 4 trillion of dollars
The title Microsoft Last Friday he closed the session at the Nasdaq little moved to 495.94 dollars: at these prices the Big of Redmond boasts a capitalization of 3,69 trillions of dollars. The actions Nvidiainstead they finished the daytime session of 1.8% at $ 157.75, for a market cap of 3,85 trillion.
According to things: Nvidia is today the most capitalized title of the Nasdaqthe first of the big tech, and could first break through the fateful roof of the 4 trillion dollars, to whom you have been looking at for some time. But i games are not yet closed. In recent weeks, the two titles have often been in the run, taking turning to the top of the ranking of the most capitalization companies. Twice this month, Microsoft has undermined Nvidia From the top, but the latter reconquered the title last special.
Artificial intelligence is the new golden age
To push the courses of the Big Tech titles in the last couple of years was the race for the development of artificial intelligencepowered by Openai and from his creature Chatgpt launched at the end of 2022. So much so that the AI has become the new Eldorado, strengthening the position of those who, like Microsoft was already a piece ahead in the development of the AI services, and fueling some nascent star like the chip producer NvidiaThat he sensed the business and specialized on the production of chips to power the large data centers necessary for the development of AI services.
According to analysts, both Nvidia and Microsoft will reach the roof of 4,000 billion of dollars of capitalization by this summer And then, over the course of the next 18 monthsattention will move to the next goal of the 5,000 billion dollars.
AI is considered today a sector with great opportunitiesas once it happened for companies that produce gold and oil. In this sector, Nvidia is a nascent star and now has undisputed leadership on the AI chips, even if it could be damaged by the war of duties and commercial disputes between the USA and China, while Microsoft For some time it has developed services related to AI within the Azure platform for cloud computing, but its leadership is threatened by other hyperscalers Like Alphabet, for Google Cloud, and Amazon Web Services.
Investments still in strong growth
The bullish sentiment of Nvidia and other manufacturers of devices for artificial intelligence represents a clear reversal of trend compared to the beginning of the year, when the emergence of advanced and low cost chatbots as deepseekdeveloped in China, had aroused fears of a cut of expenses by Nvidia’s customers. On the contrary, the giants of US technology are investing even more money in computer infrastructures.
According to the average of the analysts’ estimates compiled by Bloomberg, Microsoft, Meta, Amazon.com and Alphabet they should invest about 350 billion dollars In capital expenses in the coming tax years, increasing compared to the 310 billion dollars of the current year. These companies represent over 40% of Nvidia’s turnover.
