Nvidia AI Demand Drives SK Hynix to 2,080.4 Trillion Won Valuation
NVDA•SK Hynix shares jumped 5.6% to a 2,080.4 trillion won market cap as its 61% global HBM share benefits Nvidia’s AI systems, briefly surpassing Samsung’s 2,066.7 trillion won valuation. Nvidia’s ecosystem expansion is underscored by a strategic supply agreement that boosted a Bill Gates-backed energy stock.
1. Nvidia’s AI Demand Drives SK Hynix Surge
SK Hynix overtook Samsung Electronics after its shares rose 5.6%, pushing market capitalization to 2,080.4 trillion won ($1.35 trillion) and briefly eclipsing Samsung’s 2,066.7 trillion won value. This reflects SK Hynix’s 61% share of the global high-bandwidth memory market, with chips integral to Nvidia’s AI systems.
2. Bill Gates-Backed Energy Stock Rallies on Nvidia Deal
A Bill Gates-backed energy company saw its stock rally following a strategic supply agreement with Nvidia, despite reporting weak quarterly earnings. The partnership highlights Nvidia’s expanding reach into energy infrastructure for data centers and AI operations.
3. Massive ROI from Nvidia IPO
Investors who put $1,000 into Nvidia at its IPO, valued at just over $40 million total, have seen that stake grow into the multi-billion-dollar range as the company reached a $5.1 trillion market cap and generated over $100 billion in revenue in 2025.
4. Billionaire Managers Diversify Beyond Nvidia
Six prominent billionaire money managers have ranked a dual-industry leader above Nvidia and Alphabet among their top-four holdings, signaling a shift toward more diversified AI investments. This trend suggests some investors seek exposure beyond Nvidia’s chip-focused model to mitigate concentration risk.
