NVIDIA was founded by Jensen Huang, Chris Malachowsky, and Curtis Priem in 1993. The company revolutionized the gaming industry with the introduction of the GeForce GPU series. NVIDIA’s AI chips are widely used in deep learning and machine learning applications, powering advancements in fields like healthcare, finance, and robotics.
The company’s data center segment has grown rapidly, contributing significantly to its overall revenue. NVIDIA is a leader in autonomous vehicle technology, with its DRIVE platform being adopted by major car manufacturers. The company is expanding into new frontiers, including quantum computing and AI-driven cloud services.
The possibility of stricter regulatory guardrails around Nvidia’s chip exports is real on both sides. In the US, Donald Trump’s 20% tariffs on Chinese imports are forcing US companies to do business with each other instead of paying one-fifth extra to import a ready-made product. In China, the regulators have been actively pushing their own agenda by throwing shade on Nvidia’s H20 chip and encouraging domestic businesses to produce homegrown alternatives.
As of March 2025, the company has seen a year-to-date decline of approximately 10.13%, with a three-month loss of around 13.93%. Despite these challenges, NVIDIA remains a strong market player, with a reported revenue of $130.50 billion in 2024—an impressive 114.20% increase from the previous year. The company’s earnings also surged by 144.89%, demonstrating its ability to capitalize on the rising demand for AI-driven computing.
Analysts maintain a positive outlook on NVIDIA, with an average 12-month price target of $174.33, suggesting a potential upside of 44.44% from current levels. As AI adoption continues to expand across industries, NVIDIA’s role in shaping the future of computing is expected to grow significantly. But from our end, we are seeing a fall in price to a new 2025 low beyond the current low of $103.56; after which, price could consolidate before the rally
NVIDIA faces regulatory scrutiny, especially in China, where energy efficiency and geopolitical tensions may impact the sale of high-performance AI chips. However, the company remains resilient, with strong research and development investments positioning it for future growth.
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