The AI Flippening: NVIDA is Larger Than Google (Part 1)

The single most interesting thing in markets right now is NVIDIA flipping Alphabet (Google). Here’s what I mean:

NVIDIA market cap: $2.3 trillion

Alphabet (Google) market cap: $2 trillion

What’s next? If NVIDIA rises another 30% in the coming months, it’ll also flip Apple. If it rises 34%, it’ll flip Microsoft and be the most valuable company on Earth.

I don’t know if any of this will happen, but the fact NVIDIA is now worth more than Google goes to show that it’s already happening.

The largest search engine on Earth, the owner of Android and YouTube, is now worth less than NVIDIA.

There is a lot to unpack here and I’ll save that for a future post. Stay tuned.

$2.3 trillion…

Written by Stefan Cheplick, a fintech builder and writer with experience at Stocktwits and TradingView. Background and published work.