Nvidia Stock Exceeds Quarterly Expectations

What Happened?

Chipmaker Nvidia stock outperformed expectations for the current quarter, reporting fifty-four billion in revenue against Wall Street predictions of fifty-one billion. Nvidia’s current quarterly revenue total does not include any H20 sales to China, and Nvidia said if H20 sales were permitted it would add between two and five billion in revenue. Overall, Nvidia’s stock is up thirty-five percent for 2025, after nearly tripling in 2024. 

During a call with investors, Nvidia said revenue increased by fifty-six percent, to thirty billion from the same time last year. According to Nvidia’s chief of finance, most of the revenue came from the sale of chips and components used to support the building of artificial intelligence (AI) infrastructure.

Why it Matters

Nvidia’s above average revenue is an indicator that the building of data centers and supporting AI infrastructure on a global scale remains strong. Skeptics of AI investment had predicted the rush to build new infrastructure would begin to slow, but instead big tech companies have continued to pour significant resources into construction. 

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The shift to AI use has been disruptive for many businesses who have seen the amount of web traffic going to their websites decrease. In terms of visibility on the internet, if the AI engines can’t see your business or give it a low trust score, that business will not be as visible to potential customers as businesses rated highly by AI programs.

Colette Kress, Nvidia’s chief financial officer, told investors the company expects between three and four trillion dollars in new AI infrastructure spending between now and the end of the decade. Ms. Kress did not say exactly how much of that spending Nvidia expects to capture as revenue, but clearly the company is well positioned to earn a significant portion of it.

The continuing AI build out reflects growing confidence among technology companies that AI is here to stay, and that its integration into the global economy will continue to increase. Meanwhile AI is changing the way people use the internet as more users move away from traditional search engines like Google and towards AI programs like ChatGPT. That doesn’t mean Google is diminishing as a force in the market because it has already rolled out its own AI program to stay relevant and competitive.

Because AI programs utilize large amounts of visual data to function, Nvidia’s graphic chips are ideally suited to support the growth and development of AI infrastructure. Those chips were used in high quality video games to process large volumes of imagery, and they are now being repurposed as hardware in data centers for AI programs.

How it Affects You

The strong performance of Nvidia and the continued large-scale investment in AI infrastructure point to a future where AI will expand its presence across many different segments of the economy. That also means AI is likely to be even more disruptive in the second half of the decade.

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The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.

In making an investment decision, investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. Mode Mobile has filed a Form C with the Securities and Exchange Commission in connection with its offering, a copy of which may be obtained here: https://www.sec.gov/Archives/edgar/data/1748441/000164117225025402/ex99.pdf