Nvidia's market value surpasses Germany's GDP! Is Jensen Huang almost the "Central Bank Governor of AI"?

Last night, at the start of the U.S. stock market, NVIDIA rose another 2.85%, with the stock price hitting $227.08, and the total market value breaking through $5.5 trillion.
What does this mean?
It is already larger than Germany's GDP, even surpassing the entire Indian stock market.
In the past, people used "wealth rivaling a country" as an adjective; now Nvidia is directly measured by national units.
And the most outrageous thing is, the market is still continuing to chase.
Now Wall Street has entered a strange state:
You may not understand AI, but you must buy Nvidia.
Because the entire AI industry chain ultimately revolves around GPUs. OpenAI needs to buy cards for training models, Microsoft expands computing power by buying cards, even the startup next door’s funding PPT first slide says: "We need H100."
Jensen Huang now seems less like a CEO and more like an "arms dealer" in the AI era.
And the only global supplier of that kind.
My simple prediction for May 2026:
If AI capital expenditure continues to be crazy, Nvidia's stock price could surge to $280–$320.
Why?
Because what the market is now speculating on is no longer just chips, but "AI infrastructure dominance."
In the past, during the internet era, Intel sold shovels;
Now, in the AI gold rush era, Nvidia is the one selling shovels.
But the risks are also obvious.
First, valuation has already started to "space out."
Second, AMD, Google TPU, and self-developed chips are all chasing.
Third, once AI capital expenditure slows down, the high valuation could instantly plummet.
So, what does Nvidia resemble most now?
Like a Ferrari without brakes.
Everyone knows the speed is too fast and dangerous, but no one is willing to get out first.
And the most interesting thing about Polymarket right now is not predicting whether Nvidia will go up or down, but:
When will it truly "scare the market" for the first time?
Because a truly crazy bull market has never been without doubts.
It’s just that those who doubt are all convinced by the rise.