Nvidia Adds $591 Billion in 4 Days as Hyperscaler Capex Revives AI Chip Demand
Updated
Updated · MarketWatch · May 11
Nvidia Adds $591 Billion in 4 Days as Hyperscaler Capex Revives AI Chip Demand
4 articles · Updated · MarketWatch · May 11
$591 billion in market value has been added to Nvidia in four trading days, lifting the stock 14% for its best four-session stretch of 2026.
Hyperscalers' recent capital-spending commitments reassured investors that demand for Nvidia's AI chips remains strong, Bernstein said, helping close a widening gap between Nvidia and other AI supply-chain names.
Monday's 2.7% gain left Nvidia up 18% for the year, still trailing the PHLX Semiconductor Index's 68% advance as investors spread AI bets across memory, chip equipment, optics, power and CPUs.
Supply constraints still cloud the outlook: Elazar Advisors flagged memory shortages and data-center buildout bottlenecks that could slow growth even with demand high, while investors now await earnings next Wednesday.
Nvidia's value soars on AI demand, but can the world's strained supply chains actually keep up?
With big tech building custom chips, is Nvidia's AI empire more fragile than it appears?
Nvidia’s $5 Trillion Surge: How AI Demand, Hyperscaler Investments, and Global Risks Are Reshaping the Tech Landscape
Overview
Nvidia has achieved a historic surge in market capitalization, driven by the global frenzy for artificial intelligence and a dramatic revival in technology investments. After a brief pullback caused by rising oil prices and supply chain disruptions, investors have rotated back into technology, making AI the most significant growth story on Wall Street. Nvidia’s valuation now exceeds that of India’s entire equity market, highlighting its new status as a financial superpower. This momentum is fueled by strong demand for advanced AI chips and major investments from hyperscalers, positioning Nvidia at the center of the current technological boom.