Nvidia Shareholders: Key Focus for the Second Half

Avatar photo

Nvidia’s Performance Overview

Nvidia (NASDAQ: NVDA) concluded the first half of the year with a 17% gain after facing a nearly 30% decline early on. This turnaround was bolstered by strong quarterly revenue growth, largely driven by AI demand, with data center revenue representing 88% of total revenue in the latest quarter. The company’s recent launch of its Blackwell platform contributed to this momentum.

Upcoming Product Launch

As Nvidia enters the second half of the year, investors are closely watching the rollout of its new Blackwell Ultra platform. The system is expected to significantly outperform its predecessor, offering potentially a fiftyfold improvement in reasoning model inference capability. The company’s ability to manage this launch smoothly and meet financial targets will be critical for maintaining its market leadership in the AI segment.

Key Metrics

  • First half gain: 17%
  • Early year decline: nearly 30%
  • Data center revenue contribution: 88% of total revenue

The free Daily Market Overview 250k traders and investors are reading

Read Now