Nvidia with monopoly position in AI chips
When building the AI infrastructure with data centers, you need high-performance chips. Here, Nvidia is the market leader by a wide margin and is driving the age of Agentic AI.
Nvidia is by far the biggest beneficiary of the current capex boom in the technology sector. The massive infrastructure investments in data centers by leading hyperscalers such as Alphabet, Microsoft, and Amazon are driving demand and prices for Nvidia's highly complex graphics processing units (GPUs). The chips produced by Nvidia are the global gold standard and have a big lead over the other chip producers.
The new Vera Rubin is the next generation of Nvidia's AI data center systems and is built on the core components Rubin GPU and Rubin CPU. It is specifically designed for Agentic AI and complex deep restoring processes.
Nvidia's Vera Rubin opens up new dimensions of Agentic Ki.
Nvidia's new prosessors for laptop and CPU designed specifically for the use of Agenti AI. With the new RTX Spark Superchip, Nvidia has officially entered the market for PC and laptop processors, attacking established PC GPUs from Intel and AMD.
Thanks to the unbroken wave of hyperscaler spending, Nvidia is recording historic profit and revenue growth in its data center division and AI accelerators.
In Q1 2026, Nvidia posted record revenue of $81.6 billion and a record profit of a fantastic $58.3 billion, an increase of 85% year-over-year. The profit margin reached an incredible 75.3%.
The balance sheet figures for the 2nd quarter of 2026 will be published on August 26, 2026.
Due to its monopoly position of JR Finanz Research, Nvidia is the top investment in
AI chips Nvidia's share price has gained nearly 800% over the past 3 years.
Nvidia price target for 2027: $440 - over 100% upside potential
All the analysis firms and investment banks have significantly raised their price targets for Nvidia to between $400 and $515 after the fantastic quarterly results and the outstanding outlook for the 2027 fiscal year.
With nearly $20 earnings per share for fiscal year 2027, Nvidia is extremely cheap with a P/E ratio of 11 and, alongside Micron, another top performer.
Nvidia is also a leader in robotics technology, providing hardware and software for many robotics companies.
Robotics is a future trillion-dollar market.
Due to the fantastic business figures and the strong outlook, we recommend buying Nvidia between $200 and $215. (09/03/2026)
Nvidia's CEO Jensen Huang said after the earnings report: The demand is extremely strong and what's unbelievable is, it's continuing to accelerate.
Wall Street, as in the gold rush through
NVIDIA's share price explosion
The era of AI promises opportunities like when the Internet was launched in the 90s. This wave is gigantic
Goldman Sachs, the largest U.S. investment bank, calls NVIDIA the most important stock in the world
Nvidia becomes the world's No. 1 market capitalization with over 5 trillion dollars due to the AI boom
Nvidia has produced these headlines through the fantastic price rally and extreme record hunt in the past almost 4 years.
The AI breakthrough came with the triumph of ChatGPT and generative AI from November 2022, which caused demand for Nvidia AI processors (GPUs) to explode. Sales and profits multiplied, and the share price gained over 200% in 2023 and 2024 respectively.
Driven by the global AI boom and the new Agentic AI wave, Nvidia's shares have exploded by up to 1000% in the past almost 4 years, making Nvidia the most valuable company in the world.
With a current market capitalization of $5.4 trillion (August 2023), Nvidia is ahead of Apple with $4.6 trillion and Alphabet with $4.3 trillion in market capitalization.
Nvidia has made the developer of graphics processors and chipsets the most valuable company in the world in the AI boom in August 2026. On the Nasdaq technology exchange, the price rose to 225 dollars at its peak. This brings the market capitalization to 5.4 trillion dollars - more than the iPhone manufacturer Apple and Alphabet currently weigh in. The price performance since November 2022 speaks for itself: While Nvidia shares have been catapulted up by 1000% by buyers since then, Apple, Alphabet and Microsoft have been left behind in terms of market capitalization.
Nvidia chips play a key role in software with AI, as they are indispensable in generative AI for training in data centers of creative AI that generates speech and images. This made for explosive profits, with profits rising by a fantastic 628% in Q1 2024 alone, driving Nvidia to a once-unimaginable milestone. Microsoft is in the process of bringing AI into its products via a billion-dollar pact with Chat GPT founder Open AI. Apple provided a price boost by announcing new AI features such as Chat GPT for iPhone, iPad and iMac.
Rivals such as Intel or AMD have not yet been able to provide Nvidia with any noticeable competition in the market. Nvidia benefits from all this and sells thousands of expensive chip systems to Microsoft, Google and the Facebook Group Meta, among others. The price jump on 18.06.2016 was preceded by the announcement of a cooperation with the computer company Hewlett Packard for technology for the use of AI in companies.
591078% increase in value at Nvidia
since the IPO in 1999
With the march to the top, Nvidia shares are the stock with the best price performance in the past 25 years. Since its IPO in 1999, the value of the share, including reinvested dividends, has risen to an incredible 591078%. So if you had invested 120 euros in Nvidia shares at the time, you would be a millionaire today. With the onset of the AI boom, the chip manufacturer started its flight of fancy. Since our buy signal in November 2022, when Chat GPT was unveiled by Open AI and Nvidia supplied the powerful chips for it, Nvidia's share price has exploded
in just 20 months (as of June 2024)
