From Nasdaq: 2025-06-05 10:42:00

NVIDIA’s Blackwell architecture drives 70% of Data Center compute revenues in Q1 2026, hitting $39 billion and showcasing strong demand. Blackwell excels in heavy AI tasks and has already been adopted by major players like Microsoft and Google. The platform is also helping build AI infrastructure globally.

Competitors like AMD and Intel are challenging NVIDIA’s Blackwell dominance with their own platforms, but NVIDIA’s deep integration of hardware, networking, and AI software gives it a significant advantage. While rivals offer promising hardware, Blackwell’s software tools and developer base set it apart in the AI infrastructure race.

NVIDIA’s stock has risen 5.7% YTD, slightly below the industry average. With a forward P/E ratio of 30.5, NVIDIA is positioned for growth. Estimates for fiscal 2026 and 2027 show a 42% and 32% year-over-year increase, respectively. Despite some downward revisions, NVIDIA remains a strong contender in the market.



Read more at Nasdaq: Blackwell Gains Ground: Will It Be NVIDIA’s Next Growth Catalyst?