The market capitalization of AI-focused cryptocurrencies soared to an all-time high of $42.19 billion, driven by Nvidia’s better-than-expected third-quarter earnings report.

AI Coins Lead the Crypto Rally

Top performers in the AI crypto sector
AI-related tokens experienced remarkable gains over the past week. NEAR Protocol, the largest AI coin by market cap, surged 20%, trading at $6.67. Other notable gainers included:

• SingularityNET (AGIX): +21.7%
• Bittensor (TAO): +20.6%
• FET: +20.4%
• Grass (GRASS): +58%
• Livepeer (LPT): +41.9%
• Virtuals Protocol (VIRTUAL): +61%
• Qubic (QUBIC): +79.5%

These increases pushed the collective AI coin market cap to an unprecedented $42.19 billion.

Nvidia’s Earnings Drive Market Optimism

AI Coins

Record-breaking sales spark investor confidence
Nvidia’s third-quarter earnings report revealed record sales of $35.1 billion, surpassing estimates of $32.5 billion. This bullish news spurred optimism across both traditional and crypto markets. Nvidia CEO Jensen Huang cited robust demand for the company's Blackwell chip as a key driver, with Q4 2025 revenue estimates now exceeding $7 billion.

Correlation Between Nvidia and AI Cryptos

How Nvidia's success fuels AI coin growth
Historically, AI-related cryptocurrencies respond positively to Nvidia’s market performance. Nvidia’s stock, which has surged over 180% this year, is closely tied to advancements in generative AI and accelerated computing. Analysts from Citi project further growth, setting a 90-day price target increase of 27% for Nvidia shares.

U.S. Policy Boosts AI Sector Confidence

Policy shifts drive adoption
The U.S. government’s plans to appoint an "AI czar" to centralize artificial intelligence policy have further supported the AI sector. These policy changes reinforce America’s leadership in transformative technologies, indirectly benefiting AI-focused cryptocurrencies.

The Future of AI Coins

Positioned for long-term growth
With the AI coin market cap hitting record highs and Nvidia continuing to exceed expectations, AI-related cryptocurrencies are poised for sustained growth. This confluence of technological advancement, favorable policies, and market optimism could further propel the sector in the coming months.