Still, few does not mean zero, and competition from companies like Advanced Micro Devices could slow its growth. That could present opportunities for some top companies to claim the world's largest market cap title. If any company overtakes Nvidia, it will most likely be one of these two enterprises.

Nvidia (NASDAQ:NVDA) has been really making headlines in recent weeks. Yet, the stock still seems to be stuck in the mud, with a consolidation channel hovering around $180-190 per share. Whether we’re talking about the impressive showing at CES 2026,

Herbert Ong, an investor who has tracked Tesla and Nvidia for years, translated that into a simple investor thesis. Nvidia is “starting at the platform level” and “staying at the platform level,” while Tesla is building “the full AI stack” into its own cars, Ong said in a recent discussion of the CES announcements on his YouTube channel.

The stakes are high. In calendar 2024, which marked the last full year of sales to China, Nvidia's revenue from the country was $17.1 billion -- despite existing export restrictions against the sale of its top-of-the-line chips. Early last year, Nvidia estimated it took an $8 billion revenue hit due to increased U.S. export restrictions.

The short history of the self-driving car industry has been littered with expensive failures and endless delays, but tech suppliers, chipmakers including Nvidia and some automakers are betting on AI and a web of partnerships to spark new progress.

Nvidia, the world’s most valuable company, has seen its share price rise over 3,000 per cent since the start of 2020. It’s now worth $4.5tn. But is it really?

The real story at CES 2026 was Nvidia’s continued effort to redefine what “infrastructure” means in a world that is increasingly dependent on AI.

Chipmaker Nvidia had a record-setting year in 2025, becoming the world’s most valuable company as the frenzy around artificial intelligence propelled its rise to the top.

In theory, these chips would flesh out the range and close any gaps between the top models, making them more competitive at comparable prices. But does Nvidia even need that right now?

China plans to approve some imports of Nvidia Corp.’s H200 chips as soon as this quarter, according to people familiar with the situation, giving the company renewed access to a critical market.