Nvidia has shed nearly $500 billion in market value this week. It’s still a $4 trillion AI behemoth.
THE SO WHAT
A $500 billion drawdown that still leaves Nvidia at $4 trillion shows how much future AI value is already priced into a single vendor. If you’re negotiating long-term commitments, this volatility is leverage—push for flexibility on pricing, supply, and portability while the market is recalibrating.
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