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

The most outrageous news last night was not Bitcoin, nor interest rate cuts.
It was NVIDIA.
$227, with a market value of $5.5 trillion.
This number has become so large that ordinary people have lost the concept.
How much is Germany's annual GDP?
Now Nvidia alone has surpassed it.
What does this mean?
It means that global capital has completely entered the “AI faith era”.
In the past, the market speculated on new energy;
later, 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.
And now many startup companies' 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:
Optimistically $320, extremely crazy 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 funds have already formed a collective consensus:
AI may not be an industry, but a new era infrastructure.
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?”