Pathikrit Bose

Fri, Jun 20, 2025, 4:30 AM5 min read

As the market remains vulnerable to a plethora of uncertainties, it seems that there is one constant: the dominance of chip giant Nvidia (NVDA) in the world of artificial intelligence (AI). The stock, which took a tumble due to China-related issues, primarily related to the emergence of DeepSeek and new tariffs under President Donald Trump, has made a strong comeback and is just about 5% off from its record highs.

Touted as the “Godfather of AI” by celebrated tech analyst Dan Ives, CEO Jensen Huang and his company are critical to not only the U.S.’s global prowess in chips, but are increasingly becoming key to diplomatic negotiations.

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Have investors looking to add Nvidia to their portfolios missed the train, or is there still time to load up on the stock, which is up 8.3% on a YTD basis? Let’s find out.

Not even a decade ago, Nvidia was a niche company, mostly popular among gamers for its GPUs. Now, after 10 years its shares have soared more than 28,000%, driving the company to a valuation above $3.5 trillion. Nvidia is also closing in on new record highs as it is just 5% shy of the record $153.13 set early in January.

The company that designs and sells advanced chips and software platforms — primarily for AI, data centers, gaming, and autonomous systems – counts tech majors such as Microsoft (MSFT), Amazon (AMZN), Google (GOOGL), Tesla (TSLA), Oracle (ORCL), ChatGPT maker OpenAI, and nearly every major AI and cloud company as its customer.

From hyperscalers to sovereign AI, Nvidia is becoming more and more irreplaceable. Central to this are Nvidia’s Blackwell chips.

According to Huang’s keynote at GTC 2025, “The Blackwell architecture significantly enhances AI model training and inference, enabling more efficient and scalable AI applications. And the next evolution of the Nvidia Blackwell AI factory platform, Blackwell Ultra, will be coming to systems in the second half of this year.”

Further bolstering its dominance in the GPU industry, where it already commands a near-monopoly with a-greater-than-90% market share, Nvidia has outlined a compelling product roadmap that is expected to reinforce its leadership position even more firmly. In addition to the Blackwell Ultra platform, the company is progressing toward launching next-generation GPU systems such as the Vera Rubin NVL144, which is anticipated in the second half of 2026, and the Rubin Ultra NVL576, scheduled for release a year later in late 2027.