American processor maker Nvidia joined the ranks of companies valued at more than one trillion dollars after its latest results, a milestone reflected in a stock surge driven by the company’s AI-focused strategy.
Nvidia, founded in 1993 by Jensen Huang, Chris Malachowsky and Curtis Priem, has long been linked with breakthroughs in 3D graphics and high-performance computing. The company has steadily broadened its scope beyond gaming and multimedia to become a leader in accelerators, data centers and AI software ecosystems, reshaping how compute tasks are handled across industries.
Over time the company has moved from graphics acceleration to broader ambitions in computing power, AI workloads and intelligent systems, building a platform that supports faster training, inference and deployment of AI models. This shift has attracted attention from investors who see Nvidia as a core enabler of modern AI infrastructure.
AI, the new computing age
The drive toward artificial intelligence has become the main engine behind Nvidia’s recent momentum on the stock market.
The company notes that AI is reshaping every sector as data generation expands. As more businesses become data-driven, demand for AI technology grows, providing computing power, software tools and scalable architectures needed to perform complex tasks. This momentum is cited on Nvidia’s site as a cornerstone of its strategy.
In a recent visit to Taipei, Jensen Huang, Nvidia’s CEO, emphasized that accelerated computing and artificial intelligence represent a reinvention of computing itself.
Huang described a pivotal moment at a regional event where the DGX GH200, a computer designed to support generative AI model development, was introduced as part of Nvidia’s push into more capable AI infrastructure.
Results of the first quarter of the year
Nvidia reported a substantial net profit for the quarter, underscoring the company’s growth in the era of AI-enhanced computing. Revenue and profit figures reflected a strong contribution from AI-related demand, even as year-over-year comparisons showed varied dynamics across segments. The stock market reaction highlighted investor confidence in Nvidia’s ongoing expansion into data centers and AI tools.
The company’s stock movement on that day was notable, with the market reacting to the quarterly results and the broader narrative around AI accelerators and enterprise AI adoption. Nvidia’s market capitalization crossed notable milestones as investors priced in long-term AI potential.
The company reached a high watermark at mid-session, a reflection of the market’s assessment that Nvidia’s position in AI computing is both foundational and durable. In order to sustain this trajectory, the company continued to emphasize the strength of its data center business and the demand for AI-optimized hardware and software.
In the first quarter, Nvidia highlighted revenues in the hundreds of billions of dollars range, driven by data center demand and AI workloads. Although some quarterly figures showed pressure in certain segments, the core business remained robust. The company noted that data centers benefit from a broader ecosystem of AI software and language models powered by Nvidia’s Hopper and Ampere architectures.
Huang commented on a broader industry shift, noting that two simultaneous transitions are underway: accelerated computing and productive AI. As enterprises accelerate AI deployment across products and services, the global data center footprint is moving toward a more AI-centric, accelerated computing model.