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Applied AI·October 6, 2026·1 min read

Nvidia Heads for $6 Trillion Value as Chips Rally

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Nvidia approaching a $6T market cap reinforces that AI capex is still being priced as a long-duration growth story, not a bubble that already popped. If you’re a buyer of accelerators, expect continued pricing power upstream and more pressure to justify ROI per watt and per dollar internally.