NVIDIA Corporation (NVDA)

NVIDIA's stock price has experienced significant impacts in the past six months, driven by the demand for its AI-related products. In May 2024, NVIDIA reported record quarterly revenue of $26.0 billion for Q1 FY2025, a 262% year-over-year increase. In May 2024, the company announced a 10-for-1 forward stock split, effective June 7, 2024. In June 2024, NVIDIA briefly surpassed Microsoft to become the world's most valuable publicly traded company. In January 2025, the rise of China's Deepseek AI model reportedly caused NVIDIA to lose $600 billion in market value.

NVIDIA's demand seasonality varies across its product segments. The gaming segment typically experiences a sequential decline in the first calendar quarter. The overall GPU market, driven by the AI boom, has defied pre-pandemic seasonality. Demand for high-performance GPUs increases with new game or AI application releases, and seasonal events like gaming festivals or AI conferences can temporarily increase demand and prices. NVIDIA's ability to scale production to meet increasing demand is crucial.

NVIDIA Corp. is an American multinational technology company specializing in software and chip design. It operates primarily within the semiconductor sector and is a leading force in AI, gaming, data centers, and automotive technology. NVIDIA designs and supplies a wide range of products and technologies, including GeForce GPUs for gaming, Quadro/NVIDIA RTX GPUs for professional visualization, NVIDIA A and H series and DGX systems for AI and data centers, Tegra SoCs for mobile and automotive markets, Mellanox networking and interconnect solutions, CUDA for parallel computing, NVIDIA AI Enterprise software, Omniverse for real-time 3D design collaboration, NVIDIA DRIVE for autonomous vehicles, Jetson for robotics, and GeForce NOW for cloud gaming.

NVIDIA has a significant global presence, with its products marketed in over 100 countries. The company's business operations span across the Americas, Asia-Pacific, and Europe. Its headquarters are located in Santa Clara, California, USA.

NVIDIA's brand reputation has significantly improved in the past year, driven by the AI boom. Its brand value increased by 98% to USD 87.9 billion, retaining its position as the world's most valuable semiconductor brand. It also became the world's strongest semiconductor brand in 2025, with a Brand Strength Index (BSI) score of 88.9 out of 100. Consumer perception has improved across impression, quality, value, reputation, satisfaction, and recommendation scores. NVIDIA ranked number one on the 2024 Axios-Harris Poll 100. Despite its market capitalization, NVIDIA has not yet cracked the top 100 most iconic brands due to its rapid rise and brand awareness not fully permeating the general public's consciousness outside of its niche markets.

NVIDIA's ownership is primarily held by institutional investors, with a significant stake also held by company insiders. Major institutional owners include Vanguard Group Inc., BlackRock Inc., FMR LLC (Fidelity Management & Research), and State Street Corp. Jensen Huang, the co-founder, President, and CEO, is the largest individual shareholder. Other individual owners include Mark A. Stevens, Tench Coxe, Harvey Jones, and Colette Kress.