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NVIDIA Corporation is a pioneering American technology company specialising in the design of cutting-edge AI chips, known as graphics processing units (GPUs). As the world enters the dawn of the AI revolution, NVIDIA stands at the forefront, driving breakthroughs in generative AI, deep learning, and automation. Nvidia is the company powering this revolution, equipping industries and data centers for a future dominated by AI.

NVIDIA’s influence spans diverse markets, including automotive, energy, healthcare, media, and consumer industries. With a market cap of more than $3 trillion, NVIDIA’s unique combination of advanced technology and diverse revenue streams ensures vast growth is still to come.

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NVIDIA dominates AI compute markets through continuous product innovation with high-margin solutions, such as its advanced GPUs like Hopper (H200) and the upcoming Blackwell series. Nvidia’s Blackwell AI chips, introduced in March 2024, are projected to drive billions in revenue, with ramp-up expected to surpass Hopper in scale and profitability. Blackwell can run 2.5x faster than its predecessor, Hopper, in training AI. That speed is critical as AI models get larger and more advanced, and hyperscalers upgrade their AI infrastructure to meet growing demand from Generative AI startups, driving sustained growth in NVIDIA’s data center revenue. With NVIDIA's CEO projecting Blackwell to address a market valued at $250 billion annually, the platform presents significant growth opportunities and underscores NVIDIA's leadership in the AI revolution.

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NVIDIA's GPUs power ~50% of data centre revenue from hyperscalers like AWS, Azure, and Google Cloud, demonstrating its dominance in AI cloud infrastructure. Large-scale deployments, including Microsoft Azure's GB200 instances and SoftBank's NVIDIA-powered supercomputer, highlight its deep market penetration. As cloud providers report growing profitability, AI workloads driven by NVIDIA's GPUs are proving to be essential, assuaging concerns about low AI ROI (return-on-investment) and solidifying NVIDIA's position as a key enabler of the AI-driven future.

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NVIDIA's seamless integration of hardware, software, and services creates a robust ecosystem with high barriers to entry, making it the preferred choice for datacentres and enterprises. Its partnerships with global leaders like Accenture and Deloitte further extend its AI solutions into key industries, reinforcing its dominance and growth potential in the AI market.

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Blackwell GPU Ramp:

Blackwell's ramp-up is faster than its predecessor (Hopper), offering higher performance and price points.
Demand significantly outstripping supply into 2025, indicating potential for continued upside.
Supply-constrained environment ensures sustained demand for Blackwell GPUs into fiscal 2026, with high customer preference for integrated solutions accelerating adoption.

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Expanding TAM (Total Addressable Market):

Strong demand in gaming, automotive, data center, and enterprise AI markets, with substantial opportunities in software, licensing, and subscriptions.

Data Centre Growth:

Sustained demand for GPU-accelerated compute solutions by hyperscale cloud customers and enterprises.
Continued ramp-up of Blackwell GPUs, with supply expected to be tight over the short-medium term.

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AI Demand Surge

Increasing adoption of deep learning and AI across industries, driving robust growth in both inference and training workloads.
Incremental revenue growth expected from sovereign and enterprise adoption of AI. Broader adoption of NVIDIA’s solutions by sovereign customers and enterprises diversifies revenue streams.

Automotive Expansion

Growth in intelligent cockpit and autonomous vehicle platforms with a projected $14 billion pipeline.

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While Nvidia is a leader in AI hardware, the rise of competitors like Deepseek, which recently launched a disruptive AI model, could threaten Nvidia’s market share. If Deepseek’s model proves more efficient or cost-effective, it may challenge Nvidia’s dominance in AI, particularly for emerging AI applications. Nvidia will need to continuously innovate to fend off this growing competitive threat.

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Nvidia’s reliance on third-party foundries and semiconductor manufacturers exposes it to global supply chain disruptions. Given the complexity of its chips and the limited number of suppliers, any ongoing or future chip shortages could delay production and impact Nvidia’s ability to meet rising demand, particularly in high-growth areas like AI, data centers, and autonomous vehicles.

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As Nvidia continues to expand its influence in AI and acquisitions (like ARM), the company faces increased regulatory scrutiny, particularly concerning anti-trust issues. Governments worldwide are focusing on the concentration of power in the semiconductor and AI sectors, and potential regulatory obstacles could affect Nvidia’s growth strategy or result in costly delays or even forced divestitures.

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Blackwell is 25x more efficient than its predecessor, Hopper. Its ramp-up is projected to drive billions in incremental revenue with its high-performance capabilities and integration with NVIDIA's networking solutions positioning it as the backbone of next-generation AI infrastructure. The early demand, outstripping supply, and anticipated mid-70% gross margins at full production highlight Blackwell's strong profitability potential and its pivotal role in consolidating NVIDIA's dominance in the AI and data centre markets.

However, NVIDIA has encountered challenges, including reported overheating issues with the Blackwell GPUs, which have necessitated design modifications and uncharacteristic delays. Despite these setbacks, the overwhelming demand suggests that Blackwell will play a pivotal role in NVIDIA's medium-term growth, contributing to increased revenue and market share in the rapidly expanding AI and high-performance computing industries.

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Amazon Web Services (AWS) has launched the Trainium2 AI chip and plans for an \"Ultracluster\" with Anthropic, indicating a move towards in-house AI solutions. Despite this, AWS remains a significant customer of NVIDIA, with projected spending over $20 billion on NVIDIA chips in 2024. NVIDIA faces challenges in meeting the surging demand for its GPUs, leading to opportunities for competitors like AMD and Amazon to fill the gap. NVIDIA acknowledges this competition and views it as beneficial for the industry.

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DeepSeek’s claims of a breakthrough in AI model training, offering significant cost savings, have raised concerns about Nvidia’s future growth. However, skepticism surrounds DeepSeek’s technology, particularly due to the lack of third-party verification, unproven benchmarks, and potential government subsidies that may be lowering its costs. Additionally, there are concerns about data security, especially given DeepSeek’s origins in China, which could lead to regulatory scrutiny or even sanctions from Western governments. Until these risks are better understood, the long-term threat DeepSeek poses to Nvidia remains uncertain.

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There is skepticism about the return on investment in AI capital expenditures, with concerns that massive investments may not yield proportional returns. However, demand for AI technology from corporate clients remains strong, driving sales and earnings growth for companies like NVIDIA.

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NVIDIA leverages partnerships and mergers and acquisitions (M&A) to enhance its business operations and expand its reach across industries. Collaborations with global consulting firms like Accenture and Deloitte enable NVIDIA to integrate its AI technologies into enterprises worldwide.

Sovereign entities like SoftBank are adopting NVIDIA’s cutting-edge technologies to help build Japan’s most powerful AI supercomputer using NVIDIA’s DGX Blackwells systems.

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Blackwell GPU Ramp:

Blackwell's ramp-up is faster than its predecessor (Hopper), offering higher performance and price points.
Demand significantly outstripping supply into 2025, indicating potential for continued upside.
Supply-constrained environment ensures sustained demand for Blackwell GPUs into fiscal 2026, with high customer preference for integrated solutions accelerating adoption.

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Expanding TAM (Total Addressable Market):

Strong demand in gaming, automotive, data center, and enterprise AI markets, with substantial opportunities in software, licensing, and subscriptions.

Data Centre Growth:

Sustained demand for GPU-accelerated compute solutions by hyperscale cloud customers and enterprises.
Continued ramp-up of Blackwell GPUs, with supply expected to be tight over the short-medium term.

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AI Demand Surge

Increasing adoption of deep learning and AI across industries, driving robust growth in both inference and training workloads.
Incremental revenue growth expected from sovereign and enterprise adoption of AI. Broader adoption of NVIDIA’s solutions by sovereign customers and enterprises diversifies revenue streams.

Automotive Expansion

Growth in intelligent cockpit and autonomous vehicle platforms with a projected $14 billion pipeline.

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Jensen Huang is the co-founder, president, and CEO of NVIDIA Corporation, a leading technology company specializing in AI, graphics, and computing platforms. Born in Taiwan and raised in the United States, Huang earned degrees in electrical engineering from Oregon State University and Stanford University. Since founding NVIDIA in 1993, he has led the company to become a global leader in GPUs and AI technologies, transforming industries ranging from gaming to autonomous vehicles and data centers. Known for his visionary leadership and innovation, Huang has been widely recognized, including being named among Time’s 100 Most Influential People.

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Colette Kress is executive vice president and chief financial officer of NVIDIA. She joined the company in September 2013, after serving nearly 25 years in a range of finance roles at major technology companies.

She previously served for three years as senior vice president and chief financial officer at Cisco’s Business Technology and Operations Finance organization, where she was responsible for financial strategy, planning, reporting and business development for all business segments, engineering and operations.

Previously, she spent 13 years at Microsoft, including four years as chief financial officer of the Server and Tools division, and held senior roles in corporate planning and finance. Prior to that, she served at Texas Instruments in a variety of finance positions.

Kress holds a B.Sc. degree in finance from University of Arizona and an MBA from Southern Methodist University.

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Jay Puri serves as executive vice president of Worldwide Field Operations responsible for NVIDIA's global business. He oversees the company's sales, business development, partner alliances, solution architecture & engineering, program management and support services organizations. Over his tenure, NVIDIA has transformed into the world's leading platform for accelerated computing and generative AI.

Puri joined NVIDIA in 2005 after a 22-year career at Sun Microsystems, where he held positions in sales, marketing, and general management. This included roles as senior vice president of Sun's Asia-Pacific Group, vice president of worldwide sales for software and technology, president of Nihon Sun KK and vice president of worldwide product marketing.

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