Nvidia’s Dominance in AI Hardware Continues
Nvidia (NASDAQ: NVDA), currently valued around $4.38 trillion, briefly surpassed the $5 trillion mark in late 2025. In its fiscal Q3 2026 results, the company reported a 62% year-over-year revenue growth, totaling over $57 billion, while operating income surged 65% to $36 billion. The company’s diluted earnings per share grew by 67%, solidifying its status as a leading provider of AI hardware.
Despite efforts by competitors like OpenAI and Alphabet to reduce their reliance on Nvidia’s hardware, the company remains integral to AI development. Its new Rubin GPU boasts five times the inference capabilities of its Blackwell chip, and overall, Nvidia’s equipment is used to train the majority of language models released in 2025.
Nvidia has maintained a robust financial position, with a gross margin of 70%, a net margin of 53%, and a net cash position of $11.49 billion, reflecting a 26% annual growth. As a central player in the expanding AI market, Nvidia continues to be a focal point for investors looking at technological advancements and growth potential.
