why nvidia stock is up: Key Drivers Behind the Surge

Why nvidia stock is up has become a trending question among investors and tech enthusiasts alike. As of September 2025, Nvidia’s share price has seen notable gains, driven by a combination of strategic investments, surging demand for AI infrastructure, and major industry partnerships. This article breaks down the key factors behind Nvidia’s recent stock performance, offering clear insights for both new and experienced market participants.

AI Infrastructure Demand and Industry Partnerships

One of the primary reasons why Nvidia stock is up is the unprecedented demand for artificial intelligence (AI) infrastructure. According to a September 20, 2025 report by Cryptopolitan, Oracle is negotiating a $20 billion cloud computing agreement with Meta, leveraging tens of thousands of Nvidia chips to power AI model training and deployment. Oracle’s stock itself jumped over 80% in 2025, largely due to similar AI-driven contracts, highlighting the sector-wide impact of Nvidia’s technology.

Additionally, Oracle’s commitment to building massive data centers and supplying computing power for projects like Elon Musk’s xAI further cements Nvidia’s role as a core supplier in the AI ecosystem. These developments have contributed to a robust and sustained demand for Nvidia’s advanced GPUs, directly influencing the company’s stock price.

Strategic Investments and Market Reactions

Another significant catalyst for why Nvidia stock is up is its recent $5 billion investment in Intel. As reported on September 18, 2025 by Cryptopolitan, this move triggered a 28% surge in Intel’s share price and generated widespread attention across the tech sector. While the deal did not include foundry commitments, it underscored Nvidia’s influence and strategic positioning within the semiconductor industry.

Market data shows that Nvidia shares closed at $176.67 on the day of the announcement, reflecting a marginal increase over 24 hours. The investment also sparked discussions about government involvement in tech equities, as the U.S. government’s stake in Intel rose significantly in value following Nvidia’s action. Such high-profile deals reinforce investor confidence in Nvidia’s leadership and growth prospects.

Broader Market Trends and On-Chain Insights

The upward momentum in Nvidia’s stock is also supported by broader market trends, particularly the integration of traditional assets into decentralized finance (DeFi) platforms. For example, Aster DEX recently introduced perpetual contracts for assets like Nvidia and Tesla, attracting a wider audience beyond crypto-native traders. As of September 2025, Aster’s total value locked (TVL) surged from $660 million to over $1 billion in a single day, with more than 330,000 new wallets joining the network (Source: Cryptonews, September 2025).

On-chain data reveals that institutional and whale investors are increasingly accumulating assets linked to Nvidia, further driving liquidity and market activity. These trends highlight the growing intersection between traditional tech stocks and the evolving crypto ecosystem, with Nvidia positioned at the forefront of this convergence.

Common Misconceptions and Risk Factors

While the reasons why Nvidia stock is up are clear, it’s important to address common misconceptions. Some market observers attribute the surge solely to speculative trading or short-term hype. However, the data indicates that sustained demand for AI infrastructure, strategic partnerships, and real-world utility are the primary drivers.

That said, volatility remains a risk. As seen with the rapid price movements in both tech and crypto sectors, speculation-driven gains may not persist unless underlying utility and liquidity are maintained. Investors should remain aware of these dynamics and focus on verifiable data when evaluating market trends.

What This Means for Crypto and Tech Investors

The rise in Nvidia’s stock price has broader implications for both crypto and tech investors. As DeFi platforms like Aster integrate traditional assets, opportunities for diversified exposure are expanding. For those interested in participating in these trends, platforms such as Bitget offer a secure and user-friendly environment to explore both crypto and tokenized traditional assets.

Staying informed about industry developments, on-chain activity, and institutional moves is essential for making sound decisions. Bitget provides up-to-date market insights and a comprehensive suite of trading tools to help users navigate this rapidly evolving landscape.

Further Exploration and Practical Tips

To make the most of current market opportunities, consider the following steps:

• Monitor official announcements and on-chain data for real-time insights.
• Explore DeFi platforms that offer exposure to traditional assets like Nvidia.
• Utilize secure wallets such as Bitget Wallet to manage your assets safely.
• Stay updated with Bitget’s educational resources for the latest industry trends.

Ready to deepen your understanding of the intersection between tech stocks and crypto? Discover more with Bitget and stay ahead in the digital asset revolution.