NVIDIA NVDA｜Market cap 5.1 trillion, king of AI chips unleashes another major move
At NVIDIA’s fiscal 2026 annual general meeting, Huang Renxun boldly declared that the “answer is already there” for AI investment returns. He said data centers are “factories that manufacture tokens,” and the AI infrastructure cycle will be measured in “decades.” For fiscal year 2025, revenue grew 65% to $216 billion; data center revenue was $194 billion, and operating cash flow was $103 billion. Even more significant, the GTC conference unveiled the company’s first consumer-grade ARM-architecture SoC—the RTX Spark N1X—which integrates CPU + GPU + unified memory, built on TSMC’s 3nm process. With 1 PFLOPS of AI compute, NVIDIA officially enters the PC processor market to take on Intel and AMD. The Vera Rubin architecture is now in full mass production, and Grace Blackwell is in short supply. Wedbush has even set a $330 price target. NVIDIA isn’t just making AI chips—it also aims to become an “infrastructure supplier for the AI era,” covering the full stack from data centers to PC endpoints. Its moat is getting deeper.
$NVDAB
At NVIDIA’s fiscal 2026 annual general meeting, Huang Renxun boldly declared that the “answer is already there” for AI investment returns. He said data centers are “factories that manufacture tokens,” and the AI infrastructure cycle will be measured in “decades.” For fiscal year 2025, revenue grew 65% to $216 billion; data center revenue was $194 billion, and operating cash flow was $103 billion. Even more significant, the GTC conference unveiled the company’s first consumer-grade ARM-architecture SoC—the RTX Spark N1X—which integrates CPU + GPU + unified memory, built on TSMC’s 3nm process. With 1 PFLOPS of AI compute, NVIDIA officially enters the PC processor market to take on Intel and AMD. The Vera Rubin architecture is now in full mass production, and Grace Blackwell is in short supply. Wedbush has even set a $330 price target. NVIDIA isn’t just making AI chips—it also aims to become an “infrastructure supplier for the AI era,” covering the full stack from data centers to PC endpoints. Its moat is getting deeper.
$NVDAB