"NVIDIA's transformation is the business story of the AI era. What started as a gaming GPU company pivoted into accelerated computing at exactly the right time. The company went public in 1999, but the real inflection came when cloud companies realized GPUs could train AI models faster than anything else. By the time ChatGPT launched, NVIDIA had already built the CUDA software moat that made switching to competitors nearly impossible."
"The numbers tell the story. Over the past ten years, the stock has returned 24,361%. The five-year return stands at 1,164%. Even the one-year return of 35% beats the S&P 500 handily. However, even with all this performance in the rear-view mirror, 2026 is setting up well to be an absolutely epic year for NVIDIA. Blackwell Is the Catalyst Everyone's Waiting For The next leg up hinges on Blackwell, NVIDIA's latest GPU architecture."
"CEO Jensen Huang said on the Q3 earnings call: "Blackwell sales are off the charts, and cloud GPUs are sold out. Compute demand keeps accelerating and compounding across training and inference - each growing exponentially. We've entered the virtuous cycle of AI." Data Center revenue hit $51.2 billion in Q3, up 66% year-over-year. Networking revenue alone jumped 162%."
NVIDIA evolved from a gaming GPU maker into a core provider of accelerated computing for AI, powered by CUDA and cloud adoption. The stock produced enormous historical returns, including 24,361% over ten years and 1,164% over five years. The Blackwell GPU architecture is presented as the next growth catalyst, with management reporting exceptional Blackwell sales and sold-out cloud GPUs. Data center revenue reached $51.2 billion in Q3, up 66% year-over-year, and networking revenue rose 162%. Q4 guidance near $65 billion indicates continuing momentum, and earnings are scheduled for February 25.
Read at 24/7 Wall St.
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