Overview

• Nvidia reported a 262% year-over-year revenue increase, reaching $26 billion in the first quarter of fiscal 2025.
• The company announced a 10-for-1 stock split and a 150% dividend increase, aiming to attract broader investor interest.
• While Nvidia maintains a 90% market share in AI GPUs, competitors like AMD and Intel are launching rival products.
• Major clients such as Microsoft, Meta, and Alphabet are developing their own AI chips, potentially reducing reliance on Nvidia.
• Despite strong performance, Nvidia's gross margin is expected to decline due to increased competition and internal developments.