Nvidia’s $4 trillion milestone signals AI must-have for investors

Nvidia has become the world’s first company to reach a $4 trillion market cap, cementing its place as the most valuable business on Earth

The landmark comes as the chipmaker continues to dominate the generative artificial intelligence boom with its industry-defining graphics processing units.

Nigel Green, CEO of deVere Group, one of the world’s largest independent financial advisory and asset management organizations, says the milestone is a “wake-up call” for investors to take artificial intelligence even more seriously—and more strategically.

“Nvidia passing $4 trillion is not just a market moment, it’s a turning point,” he comments.

“It tells us that AI is the defining economic engine of our time, and it needs to be present in every serious investor’s portfolio.”

The California-based company, which first passed the $1 trillion mark in 2023, has seen exponential growth, rising from $2 trillion in February 2024 to $3 trillion in June, and now surging to $4 trillion. Its high-performance chips power everything from ChatGPT-style language models to AI servers used by the world’s largest cloud providers.

But while Nvidia’s rise is historic, Nigel Green warns against concentrating only on the headline names.

“Yes, Nvidia is the clearest winner right now. But the biggest mistake investors could make is to treat it as the whole story,” he says.

“The AI economy is expanding fast and the real opportunity lies in the broader ecosystem that’s emerging around it.”

He highlights sectors including AI infrastructure, enterprise software, robotics, automation, cybersecurity, and next-generation data and memory firms as areas of increasing investor attention.

“AI is no longer confined to the chip level. We’re seeing rapid adoption across healthcare, manufacturing, logistics, finance, and education,” he notes. “Companies enabling this transition—from data-center cooling to AI-powered analytics—are becoming growth engines in their own right.”

“AI needs to be a part of every portfolio, but that doesn’t mean just buying the most obvious names. Investors should be thinking about who supports, scales, distributes, and applies the technology. This is where much of the next wave of value creation will likely occur.”

The deVere CEO also addresses concerns over valuations and policy risks 

“There are valid worries about overheating in parts of the market, and we are likely to see periods of volatility. Export controls, antitrust pressure, and rising regulation could hit sentiment at times,” he acknowledges.

“But these are short-term tremors in what is a long-term seismic shift. AI isn’t a bubble—it’s a foundational technology, comparable to electricity or the internet. We are in the early stages of a multi-decade transformation.”

He points to the trillions in productivity gains expected from AI integration over the coming years, and the emergence of an entirely new generation of startups being built from the ground up with AI capabilities.

“The key now is positioning,” says Nigel Green. “Own the leaders, yes—but also look for the enablers and the adopters. Think beyond the headlines and into the supply chains, software layers, and vertical use cases.”

He concludes: “The $4 trillion milestone sends a clear message that we’re still in the early innings of an AI-driven economic realignment. Those who act with clarity and purpose now stand to benefit the most.”