Nvidia Has Racked Up a Nearly $20 Billion Profit Over the Last 5 Months From an Unlikely Source

No trend has played a bigger role in sending the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to record highs than the evolution and proliferation of artificial intelligence (AI). Empowering software and systems with the tools to make autonomous, split-second decisions is a $15.7 trillion global opportunity by 2030, according to PwC analysts.

And no company has been more foundational to this AI-driven rally than Nvidia (NASDAQ: NVDA), which has added nearly $4.8 trillion in market value since the start of 2023. While Nvidia’s graphics processing units (GPUs) have done most of the heavy lifting, CEO Jensen Huang’s company has racked up a nearly $20 billion profit from an unlikely source over the previous five months.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »

Nvidia has set the infrastructure standard in enterprise data centers

Make no mistake about it, the lion’s share of Nvidia’s sales and profits comes from its high-margin data center segment. The company’s several generations of GPUs, including Hopper, Blackwell, Blackwell Ultra, and Vera Rubin, are superior to external competitors on a compute basis. Huang intends to bring a new advanced chip to market each year, making it…