He completed the tumultuous beginning of the year caused by Deepseek, a serious Chinese competitor and the prohibition of some of his Chinese chips, Nvidia shines. The company directed by Jensen Huang exceeded the historical threshold of $ 4,000 billion in the stock market.
A record, a company had not reached such capitalization in history, confirming that Nvidia has become, in just a few years, one of the most powerful companies that specialize in new technologies.
A 2010 flared vein
This extravagant success is ultimately the consecration of an election made more than 15 years by Jensen Huang.
At that time, his business was mainly held for his precious graphics cards for video game players. But in each of his interventions, the boss with the famous leather jacket takes the opportunity to talk about artificial intelligence. Long before the advent of Chatgpt and Gemini, while the very idea of an AI was for some of science fiction, Nvidia maintained the course, against wind and tide.
Exceptional guest of Tech & CO in June 2025, Jensen Huang explained then how he had made love for artificial intelligence. “It was between 2010 and 2012, I heard about ‘Deep Learning’, deep learning,” he recalled in François Sorel’s microphone.
Remember that at that time, I had asked questions about how artificial intelligence was going to be able to change the world of computer science.
A still agitated future
15 years later, the risky bet of Nvidia is a total success. If the graphics card segment remains solid, now represents only 9% of its income every year, the rest is mainly used by its powerful artificial intelligence chips that equip 70% of the servers that rotate the large language models.
If the present is brilliant, the future is agitated. The threats of Donald Trump’s customs law weigh on the financing of the company, as well as its inability to sell its last Chinese chips due to the commercial war. In addition, its competitors are beginning to be heard seriously, especially AMD, which obtained a certain market share.
Given this, Nvidia wants to open factories in the United States first to design your chips, but also strengthen your presence in Europe. Together with the French Mistral, Nvidia will offer a sovereign infrastructure in the old continent in 2026.
The fact is that Nvidia can count on your solid financial base. During its last full financial year, the company increased its income by 126% to $ 60.9 billion, while its net profit increased 286% to $ 32.3 billion. Its stock market has exploded, with 955% for three years.
Source: BFM TV
