The demand for Nvidia's data center networking chips is increasing at an incredible pace. The chipmaker's impressive share of this fast-growing market indicates networking could become another key growth driver for the company.
NVIDIA Corporation NVDA has crushed bubble fears and has seen a meteoric rise in the past few years amid the advent of artificial intelligence (AI).
NVDA's Q2 2025 performance shows robust growth with revenues up 122% YoY and EPS up 168% YoY, driven by strong performance in the Data Center segment. Concerns about the sustainability of AI-related capex in recent years are irrelevant as GPU shortages and further computational requirements will continue to benefit NVDA's topline. Geopolitical tensions between the United States and China are likely to persist, eventually resulting in NVDA losing revenue contribution from China.
Jim Kelleher believes Nvidia (NVDA) is so big "they're dragging the whole sector behind." However, he and Angelo Zino agree there's other names to keep an eye on as the A.I.
Kevin Green says there could be buying power for the S&P 500 (SPX) on Friday left after Thursday's bull charge, but chip stocks will need to flex trading power. He also looks into the correlation between silver and Nvidia (NVDA) to show how the metal can foreshadow a rise in the A.I.
NVIDIA, Microsoft and Micron Technology are included in this Analyst Blog.
Nvidia stock investors might be surprised by the outcome of the discounted cash-flow valuation.
Fed commentary could give a further shot in the arm to AI names that have been market leaders, but the broader semiconductor sector still faces challenges and skepticism.
The chip maker's shares have tended to pop after the Federal Reserve cuts interest rates, judging by data stretching back to 1999.
Nvidia stock soared 150% through the first half of 2024, but it has been in a slump since mid-July. Nvidia is gearing up to ship high volumes of its new Blackwell artificial intelligence (AI) data center chips.
Nvidia has become the poster child for generative AI, but that's not its only opportunity. The chipmaker is the industry leader in graphics processing units (GPUs) used for gaming, cloud computing, data centers, machine learning, and more.
United Arab Emirates-based artificial intelligence company G42 has teamed up with U.S. chipmaker Nvidia to work on climate tech, G42 said on Friday, ahead of the first-ever visit to the White House by a president of the UAE next week.