=== HEADLINE ===
Nvidia Hits $5.26 Trillion, Becomes Most Valuable Company Ever

=== STORY_URL ===
https://jaysoncraig.ca/sandbox/faces/nvidia-5-trillion

=== TWITTER_THREAD ===
1/ Nvidia is now the most valuable public company in history. $5.26 trillion. The lead over Apple alone is more than $1 trillion. A chip company that fifteen years ago was primarily known for gaming hardware.

2/ The stock has risen more than 14 times since late 2022. Three and a half years from gaming GPU maker to the most valuable company ever measured. No chip company had crossed $5 trillion before this month.

3/ Q4 FY2026: $68.1B revenue, 73% year-over-year growth, 75.2% gross margin. Software-company margins on hardware. Q1 FY2027 guidance is $78B, implying 77% growth. The rate is still accelerating.

4/ Amazon is committing $200B in AI infrastructure capex this year. Microsoft $146B. Meta $115-135B. Combined: roughly $700B from three customers in a single year. Most of it runs on Nvidia hardware.

5/ Nvidia controls 92% of the data center GPU market. Jensen Huang has projected at least $1T in chip revenue from Blackwell and Vera Rubin by end of 2027. On supply keeping up with demand: "In fact, we are going to be short."

6/ Export controls on H20 chips triggered a $4.5B charge in Q1 alone. Cumulative restrictions have stripped $17.1B in annual China revenue. The House Foreign Affairs Committee voted 42-2 to extend the bans further.

7/ The market priced in all of it: $17B in China losses, Rubin supply cuts, bipartisan legislation to extend bans. And still landed at $5.26 trillion. Full breakdown: [INSERT YT URL]

=== LINKEDIN_POST ===
Nvidia is now the most valuable public company in history. $5.26 trillion. The lead over Apple alone is more than $1 trillion.

This did not happen because of a product launch or an acquisition. It happened because the AI era runs on computing power, computing power runs on GPUs, and Nvidia makes the GPUs the world's most important AI systems depend on. Ninety-two percent of the data center GPU market. No serious alternative at scale for frontier workloads.

The financials behind that valuation are real. Q4 FY2026: $68.1 billion in revenue, 73% year-over-year growth, 75.2% gross margin. That is software-company territory on hardware. Q1 FY2027 guidance is $78 billion, implying 77% growth. The growth rate is still accelerating.

What funds it: Amazon is committing approximately $200 billion in AI infrastructure capex this year. Microsoft is at $146 billion. Meta is planning $115 to $135 billion. Three customers. One year. Roughly $700 billion. Most of it flows through Nvidia.

The risk is just as real. Export controls on H20 chips triggered a $4.5 billion charge in a single quarter. Cumulative restrictions have stripped $17.1 billion in annual China revenue. Jensen Huang testified before Congress arguing the restrictions are accelerating a competing Chinese ecosystem on Huawei hardware. The House Foreign Affairs Committee voted 42-2 to extend the bans anyway.

The market priced all of that in and still set a new record. Either the most rational market verdict in history, or the most expensive bet ever placed on a single outcome. The chips are placed.

Watch the full breakdown: [INSERT YT URL]
Source: Yahoo Finance — https://finance.yahoo.com/markets/stocks/articles/nvidia-reclaims-5-trillion-market-120000189.html

=== NEWSLETTER ===
Subject: Nvidia Just Became the Most Valuable Company in History

On April 28, 2026, Nvidia's market cap reached $5.26 trillion, making it the most valuable public company ever recorded. Not Apple. Not Microsoft. A chip designer that fifteen years ago was primarily known for gaming hardware. The stock has risen more than 14 times since late 2022, and now leads Apple by more than $1 trillion.

The reason is structural. The AI era runs on computing power, computing power runs on GPUs, and Nvidia controls approximately 92% of the data center GPU market. Amazon, Microsoft, and Meta are together committing roughly $700 billion in AI infrastructure capital expenditures in 2026 alone. Most of it flows through Nvidia hardware. Every hyperscaler is building alternatives, but all of them are still buying Nvidia for their highest-priority work.

Last quarter: $68.1 billion in revenue, 73% year-over-year growth, 75.2% gross margins. Q1 guidance is $78 billion. Jensen Huang has projected at least $1 trillion in chip revenue from Blackwell and Vera Rubin by end of 2027, and when asked whether supply could keep up, said: "In fact, we are going to be short." The one serious risk: export restrictions have stripped $17.1 billion in annual China revenue, and legislation is moving to extend them further. The market priced all of that in and still set a new record.

Watch: [INSERT YT URL]

— Jane Sterling

=== SHORT_SCRIPT ===
Nvidia is now the most valuable public company in HISTORY. Not Apple. Not Microsoft. A chip company.

On April 28, 2026, Nvidia's market cap hit $5.26 trillion. Apple is at $3.97 trillion. That is a gap of over $1.3 trillion at the top of the market. The stock is up 14 times since late 2022, and it is NOT slowing down. Last quarter: $68.1 billion in revenue, 73% year-over-year growth. Q1 guidance is $78 billion. Amazon, Microsoft, and Meta are collectively spending roughly $700 billion on AI infrastructure this year, and most of it runs through Nvidia hardware. Nvidia controls 92% of the data center GPU market. Jensen Huang has projected at least $1 trillion in chip sales from the next two generations by 2027, and when asked if supply could keep up, he was direct: IN FACT, we are going to be short.

That is the world we are in. The most expensive bet in market history, and every hyperscaler with a checkbook has already voted yes. Stay sharp.

=== HASHTAGS_TWITTER ===
#NVDA #JensenHuang

=== HASHTAGS_LINKEDIN ===
#AI #NVIDIA #Semiconductor #AIInfrastructure #TechStocks