Nvidia and Alphabet Eye $5 Trillion Market Cap by 2026
Nvidia, currently valued at nearly $4.3 trillion, is on track to potentially reach a $5 trillion market cap with an approximate 16% share price increase. This growth is largely driven by rising AI infrastructure spending from companies like OpenAI and Oracle, as well as expansive capital expenditures from cloud computing firms. Nvidia’s GPUs, essential for AI workloads, along with its CUDA software platform, provide a competitive edge in this sector.
Alphabet’s market cap stands at around $3.7 trillion, requiring about a 35% stock price increase to hit the $5 trillion mark. Having already gained over 60% in 2025, Alphabet is focusing on accelerating revenue growth and solidifying its position as an AI leader. The company’s dual strengths in cloud computing and AI, supported by proprietary custom chips, provide a structural cost advantage that is expected to become more apparent in 2026.
