NVIDIA's financial report far exceeds expectations, AI wave continues to drive valuation to new highs

May 23, 2025, New York——
US chip manufacturing leader Nvidia (NASDAQ: NVDA) has released its first quarter financial report for the fiscal year 2025, once again breaking Wall Street's expectations. Thanks to the surge in demand for artificial intelligence related chips, the company achieved a revenue of $26.7 billion this quarter, a year-on-year increase of 262%; Net profit reached 14.9 billion US dollars, a year-on-year surge of 628%. After the release of the financial report, Nvidia's stock price rose 9.2% after hours, setting a new historical high.

Nvidia stated that orders for its latest generation Blackwell GPU platform far exceeded expectations, mainly from large-scale cloud service providers such as Microsoft, Amazon, Google, and AI startups. CEO Huang Renxun pointed out that "AI is the technology platform of the 21st century, and global data centers are fully entering the AI native era. ”He emphasized that the company has currently achieved widespread deployment of AI chips from the cloud to the enterprise end.

Investment institutions have generally raised their valuation expectations for Nvidia. Goldman Sachs analysts have raised their target price to $1300, stating that "Nvidia is becoming the de facto standard for AI hardware layers". Against the backdrop of achieving profits exceeding expectations for multiple consecutive quarters, Nvidia's market value has climbed to $3.2 trillion, with the potential to surpass Apple and become one of the world's most valuable technology companies.

The market believes that Nvidia not only benefits from the AI industry chain, but is also leading its technological direction. In the increasingly complex global semiconductor competition landscape, the company firmly grasps the core discourse power of AI computing power and has become a core asset pursued by investors.