Core Points - NVIDIA will hold its 2025 Annual Meeting of Stockholders online on June 25, 2025, at 9 a.m. PT [1] - Stockholders must use their control number from their notice or proxy card to access the meeting, while non-stockholders can attend as guests [2] - The matters to be voted on are detailed in the proxy statement filed on May 13, 2025, with the U.S. Securities and Exchange Commission [2] - A replay of the annual meeting webcast will be available until June 24, 2026 [3] - NVIDIA is recognized as the world leader in accelerated computing [4]

Nvidia (NVDA -1.10%) is the second-largest company in the world with a market cap of $3.3 trillion as of this writing, and the chip designer has reached this position thanks to its ability to remain ahead of disruptive tech trends over the years.From making graphics cards for personal computers (PCs) to manufacturing powerful artificial intelligence (AI) chips for the training and deployment of powerful large language models (LLMs) to creating digital twins of real-world objects, Nvidia has come a long way ...

Core Insights - Nvidia has emerged as a leading AI stock, with significant attention on its annual GTC conference where CEO Jensen Huang shares key developments [1][3] - The company is in full production of its Blackwell platform and has plans for future platforms, Rubin and Feynman, indicating ongoing innovation [2] - Despite trading at a discount due to macroeconomic concerns, Huang's forecast of $1 trillion in data center capital expenditures by 2028 is expected to reassure investors [3][5] Data Center Growth - Nvidia's CEO presented a forecast showing data center capital expenditures expected to grow from approximately $250 billion in 2023 to $1 trillion by 2028 [4][5] - The majority of Nvidia's revenue is derived from data centers, with 91% of its revenue coming from this segment in the fourth quarter, highlighting its importance to the company's future [6][7] - If global data center capital expenditures double between 2025 and 2028, Nvidia's data center revenue is projected to double or grow even faster due to new products [7] Market Position and Valuation - Following a strong fourth-quarter earnings report with 78% revenue growth, Nvidia's stock experienced a sell-off, reflecting waning investor enthusiasm [8][9] - Currently, Nvidia trades at a price-to-earnings ratio of 39 and a forward P/E of less than 26, with analysts forecasting 50% growth in earnings per share this year, suggesting it is undervalued compared to the S&P 500 [10] - The pessimism surrounding Nvidia's stock may be overdone, as it only needs to outgrow the S&P 500 to be considered a winner, given its ongoing revenue growth and technological advancements [11] Long-term Outlook - Investors may overlook current concerns about trade wars and consumer spending, focusing instead on the long-term growth potential driven by data center spending [12]

SAN JOSE, Calif., March 18, 2025 (GLOBE NEWSWIRE) -- GTC -- NVIDIA today announced the NVIDIA RTX PRO™ Blackwell series — a revolutionary generation of workstation and server GPUs redefining workflows for AI, technical, creative, engineering and design professionals with breakthrough accelerated computing, AI inference, ray tracing and neural rendering technologies. For everything from agentic AI, simulation, extended reality, 3D design and complex visual effects to developing physical AI powering autonomou ...

Core Viewpoint - Nvidia has been a significant beneficiary during the AI boom, with its stock surging 2,000% over the past five years due to high demand for its GPUs and expansion into a broader portfolio of AI-related products and services [1] Group 1: Stock Performance and Market Context - Recently, Nvidia's stock has declined approximately 12% over the past month, coinciding with a broader market correction where the Nasdaq and S&P 500 fell 10% from recent highs [2] - Despite the recent downturn, there is optimism that Nvidia's stock will rebound, particularly after March 18, when the annual GTC AI conference will take place [3] Group 2: Financial Performance - Nvidia holds an 80% market share in the GPU sector, leading to substantial revenue growth, with a record revenue increase of 114% last year, surpassing $130 billion [4] - The company maintains high profitability, with gross margins exceeding 70%, even amid rising expenses from new product launches [4] Group 3: Innovation and Future Products - Nvidia is committed to annual GPU updates, recently launching the Blackwell architecture and planning to release Blackwell Ultra later this year, followed by the Vera Rubin architecture [5] - The long-term growth potential of the AI market, projected to expand from $200 billion today to over $1 trillion by the end of the decade, positions Nvidia favorably to capitalize on this trend [6][7] Group 4: Upcoming Events and Investor Sentiment - The upcoming GTC AI conference is expected to provide critical insights into Nvidia's future products, which may reassure investors about sustained growth [8] - Nvidia's stock is currently trading at a lower valuation of 27 times forward earnings estimates, down from 50 in January, presenting a potential buying opportunity for investors [9]

Industry Overview - The semiconductor sector presents strong growth opportunities due to increasing demand for computer chips across various industries, including robotics, automotive, and artificial intelligence [1] Company Analysis: Advanced Micro Devices (AMD) - AMD is positioned as an attractive investment due to its products that support accelerated computing, essential for AI systems [3] - In Q4 2024, AMD's sales to data centers surged 69% year-over-year to $3.9 billion, contributing to a total revenue growth of 24% to $7.7 billion [4] - The PC market also showed strong demand for AMD's hardware, with Q4 revenue growing 58% year-over-year to a record $2.3 billion [5] - AMD's Q4 gross margin improved to 51%, up from 47% the previous year, indicating better cost management and profitability [5] - The company's Q4 balance sheet showed total assets of $69.2 billion against total liabilities of $11.7 billion, with $5.1 billion in cash and equivalents, a 13% increase from Q3 [6] Company Analysis: Arm Holdings - Arm Holdings dominates the smartphone semiconductor chip market with energy-efficient designs and is now leveraging this strength to enter the AI market [7] - The introduction of the Arm compute subsystems (CSS) for consumer devices, utilizing three-nanometer process technology, enhances chip power and efficiency [8] - Arm reported record royalty revenue of $580 million in fiscal Q3, a 23% year-over-year increase, contributing to total sales growth of 19% to $983 million [9] - The company's fiscal Q3 gross margin was 97.2%, up from 95.6% the previous year, reflecting strong financial health [10] - Arm is expanding its revenue streams by producing hardware for its designs, with Meta Platforms as a potential key customer [11][12] Investment Comparison - Both AMD and Arm are strong candidates for investment due to their success in the AI sector, but stock valuation is a critical factor in choosing between them [13] - AMD's forward price-to-earnings (P/E) ratio is lower than Arm's, suggesting that AMD stock represents better value [14] - AMD's share price has become more reasonable following a decline, while Arm's stock appears expensive, making AMD the more attractive long-term investment [16]