Nvidia(US:NVDA) 3 6 Ke·2025-10-30 01:05Core Insights - Nvidia has achieved a historic milestone by becoming the first company to surpass a market capitalization of $5 trillion, driven by the impact of the GTC conference and the rise of AI technology [1][7][10] - The speed at which Nvidia's market value has increased is unprecedented, with significant growth observed in recent years, particularly following the launch of ChatGPT [1][4][7] Financial Performance - For the fiscal year 2024, Nvidia reported revenues of $60.922 billion, a 126% increase from $26.974 billion in fiscal year 2023 [5] - The gross margin improved to 72.7%, up 15.8 percentage points from the previous year, while operating income surged by 681% to $32.972 billion [5] - Net income reached $29.760 billion, reflecting a 581% increase year-over-year, with diluted earnings per share rising to $11.93, a 586% increase [5] Future Projections - Nvidia's CEO Jensen Huang announced an expectation of $500 billion in GPU sales by 2026, indicating a potential revenue increase of 8-9 times compared to the fiscal year 2024 [4] - Analysts suggest that Nvidia's projected data center revenue for the next five quarters could reach $400-500 billion, with an expected EPS of $9-11 for 2026 [5] Market Position and Economic Impact - Nvidia's market capitalization of $5 trillion positions it as the third-largest economy globally, surpassing Germany and Japan, and accounting for 16% of the U.S. GDP [12][15] - The company's valuation reflects a dynamic price-to-earnings ratio (PE) of approximately 45 times, indicating a premium for growth potential [5] Strategic Developments - Nvidia is transitioning from a chip manufacturer to a key player in the AI industry, with its technologies being integral to the development of AI factories and advanced computing solutions [7][22] - The company is collaborating with major cloud computing giants, anticipating a significant increase in capital expenditures in the coming years [10] Technological Innovations - Nvidia is focusing on building AI factories that utilize data as raw material, with applications ranging from autonomous driving to digital twins for manufacturing optimization [22][28][30] - The company is also working on integrating AI with next-generation 6G networks and quantum computing to enhance computational capabilities [26][32] Leadership and Wealth - Jensen Huang, Nvidia's CEO, holds approximately 3% of the company's shares, with a net worth estimated at $1821 billion, reflecting significant wealth growth alongside Nvidia's market expansion [20][21]