Nvidia's Stock Surge Amid AI Demand and New Developments

Nvidia's stock has experienced a significant surge, rising over 18% in the past ten days, marking the longest winning streak since a similar rise in 2023. Despite this increase, shares are currently trading approximately 8% lower than their all-time high of $212.19, adjusted for a 10-for-1 stock split in 2024. On March 18, 2025, during the GTC AI Conference in San Jose, California, CEO Jensen Huang highlighted the company's robust performance, attributing the stock's rise to the explosive demand for artificial intelligence technologies.

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On the same day, Nvidia announced the launch of a new family of open-source models named Ising, designed to accelerate the adoption of quantum computing. This initiative aligns with the company's strategy to expand its influence in the AI sector, which has seen substantial interest from major corporations such as Meta, Amazon, Google, and Microsoft. Huang noted that Nvidia has secured over $1 trillion in orders for its graphics processing units (GPUs) through 2027, including the current Blackwell and the upcoming Vera Rubin models.

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Nvidia's data center revenue has surged by 75% year-over-year, now constituting 88% of its overall business. This marks a significant shift from five years ago when gaming was the primary revenue driver. The company's ability to pivot towards AI and data center solutions has positioned it favorably in a rapidly evolving technology landscape.

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In response to speculation regarding a potential acquisition of a large PC company, Nvidia firmly denied these rumors, stating, "We are not engaged in discussions to acquire any PC maker." This clarification came after shares of Dell and HP Inc. initially rose on the acquisition rumors but subsequently lost some of their gains.

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Despite the positive outlook, some analysts express caution regarding Nvidia's stock valuation, suggesting that the rapid increase may not be sustainable in the long term. Concerns have been raised about potential market corrections, especially given the volatility associated with tech stocks.

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While Nvidia's stock performance has been widely reported as positive, there are discrepancies regarding the sustainability of this growth. Some analysts predict a potential downturn, while others remain optimistic about the company's future in AI and quantum computing.

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• “not engaged in discussions to acquire any PC maker.” — Nvidia spokesperson

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• “At last month's annual GTC conference, CEO Jensen Huang said Nvidia has more than $1 trillion in orders for its graphics processing units through 2027, including its current Blackwell and next-generation Vera Rubin GPUs.” — Jensen Huang, CEO

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As Nvidia continues to innovate and expand its market presence, the implications for the tech industry and investors remain significant, warranting close observation of its future developments.

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