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NVIDIA Corp.

Stock
NVDA
976.70
+10.99%

Simulated chart for educational purposes — not real market data.

OverviewNVIDIA Corp.

NVIDIA designs the GPUs that power AI data centers, gaming, and accelerated computing. The defining AI-cycle stock.

How it works

Data Center revenue (AI training/inference chips like H100, H200, Blackwell) is now ~85% of business. Hyperscalers are top customers.

Key factors

AI capex
Microsoft, Meta, Google, Amazon spending on AI infrastructure drives demand.
China export controls
US restrictions on chip exports to China limit a key market.
Product cycle
New GPU generations (Hopper → Blackwell → Rubin) reset growth.
Competition
AMD, custom hyperscaler chips (TPU, Trainium) are emerging threats.

What to watch

  • Quarterly earnings (esp. data center revenue)
  • Hyperscaler capex guidance
  • GTC conference

Where to track it