On the fiscal Q4 earnings call, CFO Collette Kress said that Nvidia's data center business is now 13 times the size it was when ChatGPT first came out about three years ago, and while data center chip supply is constrained, the company believes that it has the ability to fulfill demand into 2027.

Over the past year, NVDA rose 61%, driven by a remarkable 65% rise in revenue that highlighted its stronghold in the thriving AI infrastructure and networking sectors.

Nvidia stock has soared in the quadruple digits in recent years.

Nvidia is pushing further into AI with a newly unveiled open-source model. Could this strengthen confidence in the shares?

Nvidia stock moved higher early Wednesday as investor concerns about disruptions to the company’s supply chain began to fade. Nvidia stock rose about 0.5% to $186.25 in early trading after gaining 1.2% in the previous session.

The opportunity is vast, but the road ahead is unclear.

Our multi-factor evaluation indicates that it could be a good moment to acquire additional shares of NVDA stock.

Nvidia is riding strong on a major startup investment, a software platform reveal, and building momentum ahead of one of the year's most important chip conferences. The headline catalyst is a multiyear strategic partnership with Thinking Machines Lab, the AI startup founded by Mira Murati, former Chief Technology Officer at OpenAI.

Fresh enthusiasm for its expanding enterprise AI software platform has investors looking forward to Nvidia GTC 2026, today, March 10, 2026.

Nvidia (NVDA) has no shortage of high-profile believers, but when a billionaire with a history of concentrated, conviction-driven bets doubles down, the market tends to pay attention. Leo KoGuan recently revealed that he now owns 2 million shares of Nvidia,