Historic Deals Propel NVIDIA Past $5 Trillion: Nokia, OpenAI, Palantir Fuel the Next Era of AI -( $NVDA $PLTR $NOK )

Published Oct 29, 2025
Market News
NVIDIA
Technology & Beyond

By John F. Heerdink, Jr.

NVIDIA (NVDA) has officially become the world’s first company to surpass a $5 trillion market capitalization, an achievement underscored by a rapid rise in artificial intelligence demand and reinforced by several blockbuster deals with global innovators. In 2025, NVIDIA’s stock surged nearly 50%—continuing a multi-year rally that has attracted investors across the globe and propelled the company well above its closest technology peers.

NVIDIA’s $5 Trillion Milestone

This historic valuation milestone was reached at the opening bell on October 29, only three months after NVIDIA broke through the $4 trillion barrier. The company’s shares rose over 4.5% to above $210 in early trading following this news, drawing worldwide attention. NVIDIA’s ascent reflects sustained confidence in its position at the center of the AI revolution, with investors responding to CEO Jensen Huang’s keynote detailing robust demand and far-reaching plans for next-generation chip technologies.

Stock Performance Highlights

NVIDIA has been among the top performers in the S&P 500, boasting a roughly 50% year-to-date gain as of late October, and an 84.9% increase over the past six months. The stock rebounded strongly from spring lows, cemented by upbeat forecasts and resilient growth in its data center, automotive, and generative AI business units. Despite occasional pressure from China-related export restrictions early in the year, NVIDIA’s equities have rallied sharply—a move supported by expert consensus, with the majority of Wall Street analysts maintaining buy ratings on the stock.

Strategic Deals: Nokia, OpenAI, and Palantir

NVIDIA’s credibility as the platform leader for the next era of intelligent computing is amplified by its recent strategic partnerships:

Nokia (NOK) Deal: NVIDIA has invested $1 billion for a 2.9% stake in Nokia, targeting joint development of AI-driven 6G infrastructure and advanced telecommunications platforms. The collaboration is expected to transform mobile networks, leveraging NVIDIA’s AI chip leadership alongside Nokia’s global reach.
OpenAI Collaboration: NVIDIA’s ongoing work with OpenAI aims to integrate the latest generative AI models with NVIDIA hardware, powering research and commercial applications for supercomputing, enterprise, and cloud services.
Palantir (PLTR) Alliance: NVIDIA and Palantir will co-develop an integrated AI stack for industry and government, combining NVIDIA’s accelerated computing technology with Palantir’s advanced analytics, opening new frontiers for secure enterprise and public sector applications.

Industry Impact

NVIDIA’s meteoric rise is a direct result of its dominance in AI chips, which now drive everything from data centers to automotive technology. The company’s ability to consistently deliver record-setting chip volumes and strike high-impact deals has positioned it at the forefront of both technological innovation and market performance. While some caution around trade risks and valuation persists, NVIDIA’s forward-looking strategies continue to justify investor optimism, signaling its influence over the future of global tech infrastructure.