Nvidia reached a market capitalisation above $4 trillion after rapid growth over the past two years. The company designs GPUs that power artificial intelligence workloads, including the Blackwell B200 marketed as the world's most powerful chip. Major tech firms such as Microsoft, Meta, Amazon and Alphabet rely on Nvidia's chips for AI services. Product lines include data‑centre hardware and gaming GPUs. Nvidia reported $130.5bn in annual revenue for the fiscal year ending in late January and $44.1bn in the most recent quarter, a 69 percent year‑over‑year increase. Analysts will scrutinise quarterly metrics amid trade tensions and questions about AI's sustainability.
Why is Nvidia so important? Nvidia specialises in making the graphics processing units (GPUs) that power AI, including the Blackwell B200, marketed as the world's most powerful chip. The California-based company's chips have become essential to the world's largest tech companies, including Microsoft, Meta, Amazon and Alphabet, since AI exploded into the mainstream with the release of OpenAI's generative AI chatbot, ChatGPT, in November 2022. The company's portfolio also includes data centres and gaming.
What will the market be looking for in Nvidia's earnings report? Analysts will be examining various metrics, including the company's quarterly revenue. Nvidia's revenue has been growing at breakneck speed for the past several years, thanks to the AI boom and the surge in demand for its chips. Nvidia posted triple-digit revenue growth for five straight quarters between mid-2023 and 2024, according to company filings.
Since then, annual revenue growth has coasted in the high double digits. Last quarter, the company reported revenue of $44.1bn, a 69 percent increase from the same period a year ago. While such figures would be the envy of any company, the firm's explosive performance has also raised questions about how long its stellar run can last.
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