Overview
- Shares have climbed about 1,200% since the 2022 market bottom as Nvidia solidified its position in AI GPUs.
- The article reports $86 billion in profit on $165 billion in revenue over the past year, highlighting unusually high margins.
- Consensus estimates call for fiscal Q3 revenue to rise 56% year over year as cloud providers seek more AI compute capacity.
- Early projections for next year point to revenue growth of 38% to roughly $287 billion, signaling sustained data-center momentum.
- Nvidia has a chip roadmap extending to 2028 and plans a $5 billion Intel stake as Intel produces Nvidia‑custom x86 CPUs for AI platforms.