Jensen Huang, CEO of Nvidia, travelled around Europe this week striking AI partnerships. There was a lot of excitement and intrigue wherever he went.
Nvidia Corporation's valuation is highly attractive, with strong EPS growth and profitability outpacing peers, making it a compelling entry point. AI-driven demand from hyperscalers and new sovereign deals (UAE, Saudi Arabia) provide a long runway for continued growth. Despite losing China revenue and recent price stagnation, Nvidia's fundamentals remain robust and its market leadership is unchallenged.
I was previously bearish on Nvidia Corporation due to concerns over China-related risks and long-term moat erosion. However, the company has defied expectations with strong price momentum, absorbing global AI demand despite geopolitical headwinds. That said, growth rates have clearly decelerated across core segments, and margins are under pressure.
![]() NVDA 3 days ago Announced | Quarterly | $0.01 Per Share |
![]() NVDA 3 months ago Paid | Quarterly | $0.01 Per Share |
![]() NVDA 6 months ago Paid | Quarterly | $0.01 Per Share |
![]() NVDA 9 months ago Paid | Quarterly | $0.01 Per Share |
![]() NVDA 11 Jun 2024 Paid | Quarterly | $0 Per Share |
28 May 2025 Date | | 0.75 Cons. EPS | 0.81 EPS |
20 May 2025 Date | | - Cons. EPS | - EPS |
26 Feb 2025 Date | | 0.85 Cons. EPS | 0.89 EPS |
19 Feb 2025 Date | | - Cons. EPS | - EPS |
20 Nov 2024 Date | | 0.74 Cons. EPS | 0.81 EPS |
![]() NVDA 3 days ago Announced | Quarterly | $0.01 Per Share |
![]() NVDA 3 months ago Paid | Quarterly | $0.01 Per Share |
![]() NVDA 6 months ago Paid | Quarterly | $0.01 Per Share |
![]() NVDA 9 months ago Paid | Quarterly | $0.01 Per Share |
![]() NVDA 11 Jun 2024 Paid | Quarterly | $0 Per Share |
28 May 2025 Date | | 0.75 Cons. EPS | 0.81 EPS |
20 May 2025 Date | | - Cons. EPS | - EPS |
26 Feb 2025 Date | | 0.85 Cons. EPS | 0.89 EPS |
19 Feb 2025 Date | | - Cons. EPS | - EPS |
20 Nov 2024 Date | | 0.74 Cons. EPS | 0.81 EPS |
Semiconductors Industry | Technology Sector | Mr. Jen-Hsun Huang CEO | BVL Exchange | US67066G1040 ISIN |
US Country | 36,000 Employees | 11 Jun 2025 Last Dividend | 10 Jun 2024 Last Split | 22 Jan 1999 IPO Date |
NVIDIA Corporation, a prominent player in the tech industry, offers a comprehensive suite of graphics, compute, and networking solutions across a global market including the United States, Taiwan, China, Hong Kong, and other international territories. The company's innovations find applications in various sectors, notably gaming, professional visualization, data centers, and automotive markets. Since its incorporation in 1993, NVIDIA has established its headquarters in Santa Clara, California, serving a diverse clientele ranging from original equipment manufacturers (OEMs), system integrators, and distributors to cloud service providers, automotive manufacturers, and entities within the internet ecosystem.
NVIDIA's offerings are categorized into two main segments: Graphics and Compute & Networking, each encompassing a variety of products and services tailored to meet the needs of different market sectors.
This segment caters to both the gaming industry and professional visualization. It includes GeForce GPUs for gaming and PCs, providing a high-quality gaming experience and the GeForce NOW streaming service that enables gaming on various devices. For professionals, Quadro/NVIDIA RTX GPUs offer powerful workstation graphics capabilities. The segment also features virtual GPU software for visual and virtual cloud computing, automotive infotainment systems platforms, and Omniverse software for metaverse and 3D internet applications development.
Encompassing NVIDIA's data center and networking solutions, this segment boasts Data Center computing and end-to-end networking platforms like Quantum for InfiniBand and Spectrum for Ethernet. The NVIDIA DRIVE platform supports automated driving technologies, while Jetson provides the backbone for robotics and other embedded platforms. NVIDIA AI Enterprise and other software cater to the business and computing needs, enhanced further by DGX Cloud software and services tailored for advanced computing environments.