The stock has surged roughly 12-fold since the November 2022 release of OpenAI's ChatGPT, underscoring Nvidia's central role in AI infrastructure and data-center workloads.

CEO Jensen Huang frames a long-term vision where AI, autonomy, and robotics become strategic growth drivers beyond data centers, aiming for broader leadership in intelligent systems.

Global partnerships are expanding Nvidia’s footprint, with Europe deploying sovereign AI infrastructure and South Korea advancing a large-scale chip deployment in collaboration with government and industry.

Despite concerns about an AI bubble and rising competition from AMD and internal chip development, Nvidia remains focused on growth and capacity expansion, including plans to deploy Vera Rubin chips in 2026 and bolster cloud-provider deployments.

In late 2025, Huang announced about $500 billion in AI chip orders and plans to build seven supercomputers for the U.S. government, signaling substantial government demand.

Nvidia’s growth track shows each trillion-dollar valuation arriving faster than the last, reflecting surging global demand for AI computing power.

Nvidia sells complete server racks, GPUs, and software to optimize code for its hardware, positioning itself at the center of AI infrastructure and expanding into robotics, quantum computing, and autonomous vehicles.

Management projects roughly $500 billion in revenue for 2026, aiming for another record year as its AI-centric growth accelerates from gaming GPUs to AI model training.

Nvidia is expanding beyond GPUs through collaborations on self-driving car initiatives, quantum-accelerated computing, and large-scale AI data-center investments with partners.

Nvidia’s Vera Rubin AI supercomputer platform is slated for release in the second half of 2026, with early adopters including Microsoft, AWS, Google Cloud, and CoreWeave.

Geopolitical challenges persist, including export-control restrictions on advanced chips to China and competition from AMD, with some customers pursuing in-house AI capabilities.

Nvidia dominates the data-center chip market, with IDC estimating about an 81% share and October-quarter sales and profits up more than 60% year over year, driven by surging AI demand.