The unstoppable AI giant with record-breaking numbers despite challenges!
NVIDIA's growth engine is running at full speed with the new Blackwell chips and "Reasoning" AI, promising continued explosive growth.
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I still see NVIDIA as the ultimate beneficiary of AI, with its dominance remaining unbroken. The latest quarterly figures, showing a revenue increase of 78% to $39.3 billion and a profit surge of 80% to $22 billion, once again exceed all expectations. Particularly impressive: The new Blackwell chips generated an immediate $11 billion in revenue, accounting for almost a third of the datacenter business. CEO Jensen Huang speaks of a paradigm shift towards "Reasoning" models that require a hundred times more computing power - a perfect catalyst for...
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