During the event, NVIDIA introduced new AI-focused laptops and desktops, including the DGX Spark and DGX Station, specifically designed for running large AI models.

The company anticipates a remarkable revenue growth rate of 52% for the fiscal year ending January 2026, alongside a 47.2% growth rate for earnings, both of which have recently been positively revised.

The automotive sector is identified as a promising growth area, particularly through NVIDIA's advancements in self-driving platforms and robotics.

CEO Jensen Huang noted that the rise of low-cost competitors like DeepSeek presents growth opportunities for NVIDIA rather than threats.

As of January 26, 2025, NVIDIA's cash reserves have reached $43.2 billion, supported by stable long-term debt of $8.46 billion and robust operating cash flow growth.

NVIDIA is poised to capitalize on a trillion-dollar industry opportunity over the next decade, with a long-term earnings per share growth rate projected at 25.7%, significantly outpacing the S&P 500's 12.7%.

Analysts suggest a potential upside of 49.69% from NVIDIA's last closing price of $117.70, with some projections indicating a maximum upside of 85%.

The company has successfully sold over 1.3 million Hopper GPUs and 3.6 million Blackwell GPUs to major clients, including Microsoft, Alphabet, Meta, and Amazon.

NVIDIA's upcoming Blackwell Ultra chips are projected to generate 50 times more revenue for data centers compared to the previous generation, Hopper systems.

On March 18, 2025, NVIDIA Corp. showcased its future plans at the GTC conference, reaffirming its leadership in generative AI and GPUs.

The company is also shifting its focus towards reasoning AI models, which require significantly more compute power than traditional generative models.

Currently, NVIDIA holds a Zacks Rank #2 (Buy), with its stock trading at a 30.1% discount from its 52-week high, presenting a compelling investment opportunity.