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The Markets
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Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
Go to Proactive UK
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Tech

Nvidia returns to all-time highs as next-generation AI chips approach

Nvidia Corp closed at a new all-time high of $132.65 per share on Wednesday, bringing its market capitalisation to a tidy $3.25 trillion.

It makes the artificial intelligence chipmaking giant the second most valuation corporation in the US, ahead of Microsoft Corp (NASDAQ:MSFT) but below Apple Inc (NASDAQ:AAPL, ETR:APC).

Nvidia’s status as the world’s premier AI chipmaker has made for mind-boggling numbers.

Year on year, the stock is up 189%. Over two years, it is up 1,000% and over five years, Nvidia’s valuation has shot up a breakneck 2,750%.

Nvidia’s dominant position as the top AI play on Wall Street showed signs of tapering off in late August when its second-quarter earnings report failed to bowl over investors.

Despite beating revenue estimates, the group didn’t quite beat them enough- an unfortunate result of sky-high expectations following numerous multi-billion-dollar beats in previous quarters.

The stock was pummelled for a record $270 billion in a single day amid concerns about plateauing demand for Nvidia’s cutting-edge chip designs.

Optimism appears to be back in the driver’s seat though.

Despite delays, Nvidia’s next-generation Blackwell AI chip is on the way, with production ramp-up tipped for Nvidia’s fourth quarter (or early 2025 on a calendar year basis).

More clarity on Blackwell’s release schedule should be provided in Nvidia’s next quarterly earnings report, which is due at an unconfirmed date in November.

Nvidia shares are expected to come down from their all-time highs by around 0.4% when markets open this Thursday.

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