NVIDIA Corporation (NASDAQ:NVDA), a leading global manufacturer of graphics processors and advanced chip architectures, reaffirms its leadership in computing, artificial intelligence, and data centre technologies in 2025. Despite regulatory constraints and geopolitical challenges, the company continues to deliver strong performance and innovations that are shaping the evolution of the technology sector.
1. Stock performance and market valuation
As of June 2, 2025, Nvidia shares trade at approximately $135.13, reflecting more than 1,000% year-over-year growth. The current price level represents significant market capitalization appreciation and confirms investor confidence in the company’s long-term growth potential in AI, computing infrastructure and graphics technologies.
2. Financial performance and operating results
For the first fiscal quarter of 2025, Nvidia reported revenue of $44.06 billion, which exceeded analysts’ expectations ($43.32 billion). The most significant growth came from the data center segment, which grew 73% year-over-year to $39.1 billion in revenue. This development confirms the growing demand for accelerated computing solutions in artificial intelligence and cloud computing environments.
3. Product innovation and technology development
a) GeForce RTX 50 Series: the next generation of graphics cards
At CES 2025, Nvidia unveiled the next generation of GeForce RTX 50 Series graphics cards, based on the Blackwell architecture. This series brings significant improvements in ray tracing (RT cores), computing power (Tensor cores), and supports the new generation of GDDR7 memory.
A major innovation is the implementation of DLSS 4 (Deep Learning Super Sampling) technology, which enables the generation of multiple frames from a single rendered image. The result is up to an 8x increase in performance while maintaining low latency, greatly improving the gaming and professional visual experience.
NVIDIA Corporation (NASDAQ:NVDA) is also working on the development of proprietary ARM-based APUs (Accelerated Processing Units) that combine a CPU, GPU and NPU in a single chip. This system, designed with an emphasis on low power and high performance, is intended to target the high-performance notebook segment in particular. The planned launch is expected in the fourth quarter of 2025 or early 2026.
4. Geopolitical adaptation and strategy for the Chinese market
In response to restrictions on AI chip exports to China, Nvidia is preparing a more affordable variant of powerful graphics accelerators based on the Blackwell architecture. The aim is to maintain a competitive position in the key Chinese market while meeting the regulatory requirements of the US authorities.
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5. Conclusion
Nvidia enters the second half of 2025 as a technology leader with robust financial results, strong product innovation and a strong investment reputation. The company is benefiting from the growth in demand for AI and compute acceleration solutions, while demonstrating the ability to flexibly respond to geopolitical challenges. Although export restrictions may temporarily hamper some market segments, long-term fundamentals remain exceptionally strong.
NVIDIA Corporation (NASDAQ:NVDA) also pays regular quarterly dividends. Currently, the dividend yield is 0.03% per annum. The average target price for the short to medium term investment horizon was set at $171.98 per share by 42 analysts at Zacks.com.
