NVIDIA Stock Hits Record High as CEO Huang Renxun Sells Shares, Wealth Surpasses Buffett at $144 Billion

Unprecedented Milestones for NVIDIA and Its Leader

NVIDIA has shattered records again as its stock surged to an all-time high of $164.92, propelling its market capitalization past the $4 trillion threshold. Simultaneously, CEO Jensen Huang (黄仁勋) executed another significant stock sale worth approximately $36.4 million, part of a pre-arranged transaction strategy. Huang’s personal wealth has now reached $144 billion according to Bloomberg’s Billionaire Index, leapfrogging Warren Buffett’s $143 billion fortune and positioning Huang as the world’s ninth-richest person.

The Dual Phenomenon Driving Value

NVIDIA’s monumental valuation growth parallels Huang’s accelerating wealth accumulation, creating a unique scenario in financial markets:

• – Semiconductor stocks gaining 3.5% weekly amid AI infrastructure boom
• – Tech sector leadership transition from consumer giants to AI enablers
• – Rare instance where executive’s wealth outpaces company appreciation

Investor euphoria continues as NVIDIA cements its role as the infrastructure backbone for generative AI development.

Behind Huang Renxun’s Calculated Share Sales

The recent divestment of approximately 225,000 shares wasn’t a spontaneous decision but rather part of Huang’s March 2025 stock trading plan filed with SEC regulators. This structured approach allows executives to sell predetermined share amounts through December without market misinterpretations.

Decoding the $36 Million Transaction

This latest transaction follows Huang’s consistent pattern; since NVIDIA’s stock began its meteoric rise three years ago:

• – Total shares sold under the plan exceed 900,000
• – Selling occurs at estimated intervals after earnings peaks
• – Remaining approved sales total over five million shares

Financial analysts interpret these transfers as prudent portfolio diversification rather than bearish signals. ‘Founders maintaining equity indicates sustained confidence… planned selling avoids panic triggers,’ notes Barclays semiconductor analyst Blayne Curtis.

Wealth Rankings Reshuffle: Huang vs Buffett

The $144 billion valuation places Huang firmly ahead of Berkshire Hathaway’s Buffett—a symbolic generational shift from traditional value investing toward transformative technology leadership.

Historical Context of Tech Wealth Accumulation

Huang’s ascent reflects unprecedented wealth velocity:

• – Took 31 years to reach first $100B valuation post-NVIDIA’s 1993 founding
• – Added $44B year-to-date during 2025’s AI infrastructure expansion
• – Only trillion-dollar company founder actively leading operations

This exponential trajectory highlights NVIDIA’s strategic positioning capitalizing on enterprises shifting computing workloads to AI-optimized datacenters.

Market Anatomy: Tech Leadership Amid Indices Decline

While broader markets stumbled Friday—Dow fell 0.63%, S&P 500 dropped 0.33%—NVIDIA climbed 0.5%, demonstrating unique resilience. Sector dynamics revealed:

Diverging Forces in Equity Markets

• – Meta Platforms’ weakness dragged S&P performance downward
• – Pharmaceutical stocks weakened after FDA policy signals
• – Defense stocks surged following drone deployment mandates
• – Commodities rallied: Brent crude rose 2.51%, silver jumped 4.74%

The decoupling underscores investor prioritization of generative AI infrastructure within increasingly selective portfolios.

Analysts Project NVIDIA’s Continued Dominance

Wall Street forecasts remain uniformly bullish following NVIDIA’s Blackwell architecture unveiling. Significant assessments include:

Price Targets Signaling Market Confidence

• – Barclays maintains $200 target (potential $4.9T valuation)
• – Loop Capital forecasts $250 ($6T valuation)
• – Average institutional price target: $189 (19% upside)

These projections hinge on sustained dominance across three pillars:

1. Generative AI model deployment acceleration
2. Enterprise adoption of NVIDIA’s CUDA ecosystem
3. Limited competitive GPU alternatives

Strategic Positioning in AI Infrastructure Race

NVIDIA’s supremacy stems from architecting the complete hardware stack powering large language models. The company transformed from graphics processor specialist to indispensable AI ecosystem provider:

Three Uncontestable Competitive Advantages

• – CUDA software moat: Proprietary platform adopted by 4M+ developers
• – Supply chain control: Proprietary TSMC manufacturing pipeline
• – Full-stack offerings from chips to DGX cloud infrastructure

Recommendations for investors include exposure to NVIDIA’s ecosystem partners like Dell (server integration) and TSMC (exclusive fabricator)

Navigating Technology Investment Frontiers

As NVIDIA pioneers unprecedented valuations, stakeholders face essential considerations:

• – Monitor volatility indicators like Put/Call ratios exceeding 0.8
• – Track enterprise adoption rates through cloud expenditure reports
• – Evaluate competitive developments from AMD and custom silicon initiatives

Manufacturing scalability remains NVIDIA’s most formidable challenge; Barclays estimates fulfilling current AI chip orders requires quadrupling production capacity by 2026

Markets stand at a transformation crossroads increasingly navigated via NVIDIA-powered capabilities. Investors should consult fiduciary advisors regarding portfolio weighting determinations in specialized semiconductor assets demanding specialized technology diligence approaches