"The secret sauce? Nvidia's ability to deliver cutting-edge chips at scale, capturing nearly 90% of the AI accelerator market and minting billionaires along the way. Looking ahead, Nvidia's Blackwell platform - its latest generation of AI accelerators - promises to sustain this blistering growth for years. Unveiled earlier this year, Blackwell chips boast unprecedented performance, handling massive AI training workloads with up to 30 times the efficiency of predecessors. Early adopters like ( ( Meta PlatformsNASDAQ:META) and MicrosoftNASDAQ:MSFT) are already snapping them up,"
"Even as Nvidia invests heavily in its Rubin architecture - the next leap in AI silicon set for 2026 - Blackwell ensures a seamless growth trajectory. Analysts project Nvidia's data center revenue could double again by 2027, solidifying its moat against rivals. This isn't just hype; it's a testament to Nvidia's engineering prowess and ecosystem lock-in, with software like CUDA keeping developers hooked."
Nvidia transitioned from a gaming GPU maker to the dominant AI hardware provider, with revenue up 56% year‑over‑year driven by high GPU demand for models like ChatGPT and autonomous vehicles. The company controls nearly 90% of the AI accelerator market and launched the Blackwell platform, which claims up to 30× efficiency improvements for large AI training workloads. Early customers such as Meta and Microsoft have begun adoption, with production ramps expected by late 2025. Nvidia continues R&D toward Rubin architecture for 2026, and analysts foresee data‑center revenue potentially doubling again by 2027. Reports also indicate Broadcom is collaborating with OpenAI on a reported $10 billion engagement.
Read at 24/7 Wall St.
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