Nvidia market cap soared past $5.5 trillion to hit another record high! Jensen Huang boarded Air Force One at the last minute to accompany Trump on his visit to China; is there a glimmer of hope for lifting the AI chip export ban?

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The first $5.5 trillion behemoth in human history is born! Benefiting from CEO Jensen Huang being invited at the last minute to join President Trump’s delegation to China, Nvidia’s stock price has soared like a rocket, setting a historic high. The market is optimistic that Jensen Huang accompanying Air Force One to China signals a potential turning point for the lifting of export restrictions on advanced AI chips (such as H200 and B200), completely breaking through the growth ceiling for Nvidia in the Chinese market. (Previous coverage: Clearing out Nvidia to buy fuel cells: The logic behind a 24-year-old genius trader’s $5.5 billion AI fund) (Background: Nvidia has split its stock 480 times over 25 years! A look back at 480x returns; the next split requires the stock price to double again) Wall Street’s faith in AI has once again been pushed to an unprecedented limit. Witnessed by the global technology and financial communities, AI chip hegemon Nvidia (ticker: $NVDA) has rewritten the rules of the capital market once again. According to a breaking news alert released today by the renowned financial analysis account The Kobeissi Letter, Nvidia’s stock price hit a fresh record high during intraday trading, with the company’s total market capitalization officially surpassing $5.5 trillion, making it the first company in human history to reach this milestone. The ultimate catalyst igniting this frenzy was not a new earnings report or technology launch, but a dramatic geopolitical ice-breaking trip. BREAKING: Nvidia, $NVDA, officially becomes the first company in history to hit a market cap of $5.5 trillion. The stock is at a fresh record high after Nvidia CEO Jensen Huang was invited on President Trump’s trip to China. pic.twitter.com/NIs8RwKzhX — The Kobeissi Letter (@KobeissiLetter) May 13, 2026 Trump calls at the last minute, Jensen Huang boards at the buzzer Behind this market cap celebration lies an unexpected itinerary for CEO Jensen Huang. According to foreign media reports, Jensen Huang’s name was not initially on the list of the high-level delegation accompanying President Trump to China (a list that already included giants like Tesla’s Elon Musk and Apple’s Tim Cook). However, on the eve of the departure, the situation took a dramatic turn. It is reported that Trump personally called Jensen Huang to extend an invitation, prompting Huang to fly to Alaska and successfully board "Air Force One" at the last minute to join the presidential delegation to China. Breaking the "China ceiling," the market is bullish on the easing of chip bans Jensen Huang’s last-minute boarding has triggered a massive wave of optimism on Wall Street. For a long time, China has been a crucial core market for Nvidia, but in recent years, due to strict U.S. AI chip export controls, Nvidia has been unable to sell its most advanced flagship chips, such as the H200 and B200, to China, leaving investors constantly worried that Nvidia’s revenue would hit a "China business ceiling." Jensen Huang himself has repeatedly expressed in public his desire to sell more advanced chips to the massive Chinese market. Now that he is high-profilely accompanying the President on this visit, the market interprets this as two highly explosive positive signals: - AI as a priority for negotiations: The Trump administration is willing to make the trade and export of AI technology a core priority in these negotiations with China. - Potential lifting of bans on advanced chips: In the upcoming "Xi-Trump summit," both sides are highly likely to engage in substantive discussions and reach compromises regarding the relaxation of export licenses for high-end AI chips like the H200. Market analysts point out: "This is not just a business trip; it is a historic opportunity for Nvidia to break free from the geopolitical straitjacket." With the achievement of a $5.5 trillion market cap, Nvidia has proven its unshakable dominance in the global computing power arms race. If this U.S.-China ice-breaking trip leads to a substantive relaxation of export restrictions, Nvidia’s global profit engine could see an even more violent secondary acceleration.

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