TLDR:
- Nvidia unveiled new Blackwell architecture GPUs at CES 2025, promising double the performance of current models
- CEO Jensen Huang introduced “agentic AI” as the next wave of AI technology, moving beyond generative AI capabilities
- Nvidia Cosmos was announced as a “world foundation model” for training AI in physical applications
- The company shipped 13,000 sample GB200 GPUs in Q3 FY2025, with demand exceeding supply
- Wall Street forecasts suggest potential earnings of $4.43 per share in fiscal 2026, with the stock currently trading at $140.11
The tech giant Nvidia showcased its latest innovations at CES 2025 in Las Vegas, revealing its new line of RTX GPUs based on the Blackwell architecture. The announcement comes as the company’s stock trades at $140.11, with a market capitalization of $3.431 trillion.
During his keynote address, CEO Jensen Huang presented the new GPU lineup, which promises to double the performance standards of current models. The Blackwell architecture powers both consumer graphics cards and AI chips, marking a continuation of Nvidia’s strategy to integrate AI technology across its product range.
The company’s financial position remains strong, with projected revenue of $128.6 billion for fiscal year 2025, representing a 112% growth compared to fiscal 2024. The data center segment now accounts for approximately 88% of total revenue, a substantial increase from 39% three years ago.
In the artificial intelligence space, Huang introduced the concept of “agentic AI” as the next evolution beyond current generative AI capabilities. This technology aims to handle complex, multistep tasks rather than just creating content.
Nvidia’s strategy continues to focus on providing the foundational technology for AI development rather than creating end-user applications. This approach has proven successful in maintaining the company’s market leadership position.
The presentation also unveiled Nvidia Cosmos, described as a “world foundation model” designed to synthesize real-world environmental data for training AI in physical applications. This technology could potentially reduce the time and costs associated with developing and testing robotics systems.
In terms of product deployment, Nvidia shipped 13,000 sample GB200 GPUs during its fiscal 2025 third quarter. Current demand for these chips exceeds supply, indicating strong market interest in the new technology.
Morgan Stanley analysts project shipments of around 450,000 GB200 GPUs in the final quarter of calendar 2024, followed by up to 800,000 units in the first quarter of 2025. Some analysts suggest Blackwell revenue might surpass Hopper revenue by April 2025.
The company’s earnings per share have more than tripled year-over-year to $2.62 over the last four quarters. Wall Street consensus forecasts suggest potential earnings of $4.43 per share during fiscal 2026.
The stock currently trades at a price-to-earnings ratio of 56.8, below its 10-year average of 58.9. This valuation comes despite an 800% increase in stock price over the past two years.
Looking at forward earnings, the stock trades at a forward P/E ratio of 32.6 based on fiscal 2026 projections. This suggests potential room for price appreciation according to some analysts.
Current market indicators show Nvidia stock trading in a daily range between $137.56 and $143.95, with a 52-week range of $53.56 to $153.13. The company maintains a gross margin of 75.86% and offers a dividend yield of 0.02%.
Trading volume remains active at 227,349,948 shares, slightly above the average volume of 219,167,158 shares. The company’s stock saw a minor decline of 0.02% or $0.03 in the most recent trading session.
Morgan Stanley has designated Nvidia as a top pick for 2025, citing the potential impact of Blackwell chip sales and the company’s strong position in the AI market.
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