Nvidia conquers the market: record sales and AI boom drive shares up!

Nvidia conquers the market: record sales and AI boom drive shares up!

On May 29, 2025, Nvidia announced its impressive quarterly figures for the first quarter of 2025. Total revenue was $44.1 billion, an increase of 12% compared to the previous quarter and 69% compared to the same quarter last year. A key element of this growth is the data center segment, which accounts for almost 90% of total revenue at $39.1 billion, a quarterly increase of 10% and an annual increase of 73%. These numbers illustrate the high demand for graphics processors and AI accelerators, which is being further fueled by the global AI boom stock3.com reported.

However, in contrast to the flourishing data centers, the gaming segment is lagging behind expectations. With revenue of just $3.8 billion, it is significantly lower than data center revenue. The challenges Nvidia faces in this sector are partly due to American export restrictions. These are particularly noticeable in sales of H20 chips for the Chinese market. In this regard, Nvidia failed to sell $4.5 billion worth of goods and also missed out on $2.5 billion in potential revenue.

Consequences for the stock exchange and the cryptocurrency market

After the quarterly figures were published, the stock market reacted positively to the news. Nvidia's share price rose 5% after the close, while Nasdaq futures posted a gain of almost 2%. CEO Jensen Huang highlighted the importance of AI computing as an essential infrastructure. Nvidia's current price is $134.81, indicating healthy market performance.

There were mixed reactions to the announcement in the cryptocurrency market. While Ethereum gained 4.7%, Bitcoin and XRP recorded slight declines of 0.5% and 0.3% respectively. These market movements are a direct reaction not only to Nvidia's company figures, but also to the general market development in the field of artificial intelligence and technology.

Outlook and geopolitical influences

For the future, Nvidia expects sales of around 45 billion US dollars in the current quarter, although a loss of around 8 billion US dollars due to export restrictions has already been taken into account. Gross margin of 71.3% was slightly above analyst expectations, and earnings per share (EPS) were pegged at $0.96. However, the uncertainties caused by the export restrictions could have significant consequences for Nvidia's corporate strategy. An American judge has ruled that Donald Trump must end his trade war because there is currently no emergency, which could also have an indirect impact on Nvidia and the entire global economy, according to information from newsbit.

Overall, it shows that despite significant challenges and geopolitical tensions, Nvidia is able to record strong growth, driven primarily by increasing demand for AI technologies and data center solutions.