Night of Nvidia's deification! Nvidia is bigger than Germany's GDP, is it an AI bubble or a new era?

The most outrageous news last night was not Bitcoin, nor interest rate cuts.
It was NVIDIA.
$227, 5.5 trillion USD market cap.
This number has become so large that ordinary people lose the concept.
How much is Germany's annual GDP?
Now Nvidia alone has surpassed it.
What does this mean?
It means global capital has completely entered the “AI faith era”.
In the past, the market speculated on new energy;
later on, it speculated on the metaverse;
now AI has directly upgraded to the “world's strongest narrative”.
And Nvidia is the biggest beneficiary of this era.
Because the hotter AI gets, the more GPU shortages there are.
The more GPU shortages, the more Huang Renxun looks like a god of wealth.
Even now, many startups' financing logic is very simple:
“We're not AI, but we're preparing to connect to AI.”
When investors hear this, the money is sent first.
This is also why Nvidia can keep refreshing its valuation.
My prediction for May 2026 is:
In an optimistic scenario, $320, and in an extremely crazy scenario, even $350.
But there is only one premise:
The AI boom must not fizzle out.
Because Nvidia's biggest risk now is not competition, but “expectations being too high”.
The market already expects it to deliver divine financial reports every quarter.
As long as it slightly underperforms, stock price fluctuations could be more exciting than a roller coaster.
But what's interesting now is that global capital has already formed a collective consensus:
AI may not be just an industry, but the infrastructure of a new era.
If this logic holds, Nvidia's valuation system might really be completely rewritten.
So the biggest problem in the market now is not:
“Is Nvidia expensive?”
But:
“How much is the future world really worth?”