Where Will Nvidia Be 24 Months After the Blackwell Launch? Here's What History Says.

Core Insights - Nvidia has experienced significant stock growth due to its dominance in the AI chip market, particularly following the launch of its Blackwell architecture, which has seen "insane" demand [1][2] - The company has committed to annual updates of its chip platforms, with Blackwell being the first in this new routine, leading to substantial revenue increases [2][6] - Historical trends suggest Nvidia's stock could see triple-digit gains in the two years following the Blackwell launch, similar to past performance after major releases [9][11] Company Performance - Nvidia's Blackwell architecture has driven a 17% increase in data center revenue in the most recent quarter compared to the previous one [2] - The company has maintained a gross margin exceeding 70%, reflecting high profitability on sales [5] - Nvidia's stock has advanced 40% so far this year, indicating strong market performance [2] Future Projections - Revenue is expected to continue climbing in double digits, with Wall Street estimating a 33% increase next year [8] - The upcoming Vera Rubin system is anticipated to further boost demand as customers seek the latest AI technology [6][8] - A 100% gain from early 2025 levels could elevate Nvidia's stock price to $284, resulting in a market cap of $6.9 trillion by early 2027 [12]