Key Takeaways
NVIDIA leads the AI chip market with around 80% share and has shifted most revenue to data centers.
Its new Blackwell chips are much faster and more energy-efficient, advancing real-world AI use.
The company is securing global partnerships, expanding into a growing $50 billion sovereign AI market.
NVIDIA is one of the top tech companies today, and many investors are betting on it in 2025 for good reasons. The company focuses on artificial intelligence (AI), fast computer chips, and smart moves around the world. This has helped NVIDIA stay ahead, even with changes in the market and growing global tensions.
NVIDIA produces the fast computer chips that enable most of today's AI systems to work. Whether it's a chatbot, an autonomous car, or a shopping app that recommends what to purchase, there's a high likelihood it is utilizing NVIDIA's technology. The firm now has around 80% of the AI chip market due to several years of shrewd moves. It even developed a widely-used software named CUDA, which most developers utilize to create AI tools.
This leadership has paid off. In 2022, NVIDIA made 39% of its revenue from data centers. In 2025, that number jumped to 88%. It shows how well NVIDIA has shifted its focus from gaming graphics to powering the future of AI.
Read More: 6 Ways NVIDIA’s AI is Powering the Future of Gaming
NVIDIA keeps raising the bar with its technology. Its newest chip system, called Blackwell is a major step up from the previous one (called Hopper). It can train AI systems four times faster and process answers (known as inference) 30 times quicker. This matters because the AI world is moving from building huge models to actually using them in real life, like in hospitals, factories, and financial apps.
The company also launched a new setup called GB200 NVL72. It’s not only more powerful, but it also uses a lot less energy, about 25 times more efficient than older systems. That’s great news for businesses running big data centers, where electricity costs can be sky-high.
Read More: NVIDIA’s Stock Forecast: Why Analysts Are Divided on Its Future
As countries start building their own AI systems (a trend called sovereign AI), NVIDIA is right there with them. It has already made big deals with governments in Saudi Arabia, India, and the UAE. Experts think this space could grow into a $50 billion market every year.
| Time Period | Profit% |
|---|---|
| 1 Day | −0.57% |
| 5 Days | −0.24% |
| 1 Month | 26.36% |
| 6 Months | −9.49% |
| Year to Date | −2.89% |
| 1 Year | 29.45% |
| 5 Years | 1400% |
| All Time | 301780% |
By working with different countries, NVIDIA isn’t just making more money. It’s also spreading its risks. Instead of relying only on US-based tech companies, it’s finding new partners around the world. That makes the company stronger and more flexible in the long run.
NVIDIA's firm hold on AI chips, advanced technology, and astute international strategies place it high on the investor preference list. As the world increasingly turns to AI for everything from groceries to scientific research, NVIDIA finds itself perfectly positioned for further expansion. For anyone tracking the future of technology, this is a stock to watch closely.