As AI Demand Rises ‘Substantially,” CEO Jensen Huang Wants You to Keep Buying Nvidia Stock

Core Insights - Nvidia remains a dominant player in the AI sector, with CEO Jensen Huang highlighting a significant increase in computing demand over the past six months [1] - The company's Blackwell chips are experiencing exceptionally high demand, indicating the onset of a new industrial revolution [1] Financial Performance - Nvidia's stock has seen a substantial increase of 43.5% year-to-date, with recent gains of 2.2% and 2% in consecutive days [2] - The company is approaching a market capitalization of $4.5 trillion [2] - Over the past five years, Nvidia's stock has surged by 1,274.4%, with revenue and earnings growing at compound annual growth rates (CAGRs) of 66.11% and 91.21%, respectively [3] - Nvidia's quarterly earnings have consistently exceeded market expectations for over two years [4] Revenue Breakdown - In the most recent quarter, Nvidia reported revenue of $46.7 billion, a 56% increase from the previous year, with earnings per share (EPS) of $1.05, surpassing the consensus estimate of $1.01 [5] - The data center segment generated $41.1 billion, reflecting a 5% increase from the previous quarter and a 56% rise compared to the same quarter last year [5]