Nvidia just did it again—a fresh all-time high, peaking at $157 and locking in its spot as the world’s most valuable company with a market cap north of $3.8 trillion. But while Wall Street cheers, Washington is quietly scrambling to keep the lights on—literally. The AI Boom Is Burning Through the Grid Executive Orders Incoming The Trump administration is reportedly preparing a series of executive actions to address the massive energy demands of AI infrastructure. These include: Streamlining grid connection for new power projects Offering federal land for data center construction Launching an AI Action Plan to fast-track development3 Why now? Because training large-scale AI models like GPT-4 consumes thousands of megawatt-hours—enough to power entire neighborhoods. And Nvidia’s chips are at the heart of it all. Nvidia Stock Price: Riding the AI Energy Wave From $86 to $157 in Six Months The Nvidia stock price has nearly doubled since April, when it dipped below $90 amid export restrictions and tariff fears. Now, with bullish analyst upgrades (Loop Capital just raised its target to $2505) and renewed AI optimism, NVDA is back in beast mode. Market cap: $3.81 trillion Forward P/E: 32.25 EPS (TTM): $3.10 AI chip market forecast: $2 trillion by 2028 Investors aren’t just betting on GPUs—they’re betting on Nvidia as the backbone of the AI economy. Why Energy Policy Now Matters to Nvidia Bulls Power = Profit With AI data centers projected to consume 3–4% of global electricity by 2030, energy is becoming the new bottleneck. That’s why Nvidia’s future growth may hinge as much on federal energy policy as on chip design. The upcoming executive orders could: Accelerate data center deployment Reduce infrastructure delays Boost demand for Nvidia-powered systems In short, energy access is the new competitive edge—and Nvidia is perfectly positioned to capitalize. Final Thoughts: Not Just a Chipmaker, a Power Player Nvidia’s rise isn’t just about silicon—it’s about systems. As the U.S. government moves to supercharge AI infrastructure, Nvidia stands to benefit from both the demand and the dollars. So yes, the Nvidia stock price is flying high. But with Washington now in the mix, this rally might just be getting started.
I think we need to get to the point where we stop thinking that valuations or any fundamental analysis matters one bit. People need to realize they the market is the matrix and it's a simulation to go up and have some V moves along the way. It could be worth 10 T too some day. So what? It matters not.