新媒网 · 跨境数据社区

Nvidia has officially become the most valuable company in the world — overtaking Microsoft with a market cap of $3.51 trillion. 📈💻 This marks a massive milestone for a company once known primarily for gaming graphics cards. Now, Nvidia powers the AI revolution. Its chips are the engines behind cutting-edge AI models like OpenAI’s ChatGPT and Google’s Gemini, used by tech giants including Amazon, Meta, and Oracle. In Q1 alone, Nvidia’s revenue jumped 69% year-over-year — from $26B to $44B. Of that, $39B came from data centers as global demand for AI infrastructure explodes. CEO Jensen Huang says countries now view AI as essential infrastructure — like electricity or the internet — driving huge investment. To meet demand, Nvidia is expanding its manufacturing footprint, announcing plans to build advanced chip and supercomputer facilities in the U.S. for the first time. This move not only boosts production but also supports national interest in bringing chipmaking closer to home. Over the past 5 years, Nvidia’s stock has skyrocketed over 1,400%, with more than 20% growth this year alone. What started as a gaming company is now shaping the future of global technology. The message is clear: AI isn’t coming — it’s here. And Nvidia is building the foundation. 🤖🌍 💬 Do you think Nvidia will keep the crown — or will Microsoft or Apple reclaim the top spot?

NVIDIA: The Undisputed AI Chip Leader – But Can It Sustain Its Momentum? NVIDIA has firmly positioned itself as the global leader in AI chipmaking, riding the wave of generative AI demand. Its Data Center segment, now making up 89% of total revenue, grew an impressive 73% YoY, fueled by explosive infrastructure buildouts from hyperscalers like Microsoft, Meta, and Google. With a dominant 90% share in the AI GPU market and over 6 million developers on its CUDA platform, NVIDIA enjoys one of the strongest economic moats in the tech space. Its unmatched scale allows deep investment in innovation and access to TSMC’s most advanced fabs. Strategic partnerships with OpenAI, Foxconn, and TSMC, along with its sovereign AI strategy and $500B infrastructure plan, further solidify its edge. But can it maintain this pace? Revenue growth is naturally slowing after an exceptional 262% jump in Q1 2024 to 69% in Q1 2025. Analysts project +54.3% revenue growth in 2025, dropping to +25.3% in 2026. Margins are also compressing: net margin fell from 57% to 42% YoY, and gross margin declined 17.8 percentage points. Valuation remains a key question. While the Forward P/E of 29.2 and EV/FCF of 31.1 are slightly below historical medians, PEG ratios for 2026 (1.1) and 2027 (1.4) suggest slower profit growth ahead. Export restrictions to China have already cost the company billions in unshipped inventory and revenue. Still, the long-term TAM is massive—$1.7T by 2035. Blackwell chips are ramping faster than any product in NVIDIA’s history. Even the Auto and Robotics segments are gaining momentum. Bottom line: NVIDIA’s leadership is undeniable, but expectations are sky-high. The company must continue executing at near-flawless levels while navigating regulatory risks and a decelerating growth curve. #Nvidia #Semiconductors #GrowthStocks #AIinvesting #NVDA