NVDA Stock Gains in 30 Days and What Drove the Surge

Nvidia has been on fire lately. In just 30 days, its stock jumped over 25%. That’s a huge leap for any company. Now, Nvidia is worth more than $3 trillion. Yes, trillion with a “T.” Only a few big tech names like Apple and Microsoft are ahead. So, what caused NVDA stock massive rise?

We’ve seen Nvidia grow fast in the AI world. And now, with new global deals and fresh tech, investors are paying close attention.

But it’s not just one reason behind the stock surge. It’s a mix of powerful moves, smart partnerships, and new government rules. Big earnings and next-gen chips added more fuel to the fire. And let’s not forget, Wall Street loves momentum.

Let’s break it all down. We’ll explore what really happened, why it matters, and what could come next.

The Saudi AI Mega Deal: A Game-Changer

A significant catalyst for Nvidia’s recent stock performance is its partnership with Saudi Arabia’s AI firm, Humain. Under this agreement, Nvidia will supply 18,000 of its advanced GB300 Blackwell chips to power a 500-megawatt data center in Saudi Arabia. 

This collaboration not only signifies Nvidia’s expansion into the Middle East but also underscores its pivotal role in global AI infrastructure development. 

Policy Shifts: U.S.-China Trade Dynamics

The U.S. government recently changed a rule about AI exports. Now, it is easier for companies like Nvidia to sell AI chips to other countries. This helps Nvidia grow and makes investors feel better. But it also brings up worries. 

Some people fear that this technology could reach countries that might use it in harmful ways. This shows how trade and politics are closely linked.

Blackwell Chips: The Next-Gen Powerhouse

Nvidia has launched new chips called Blackwell GB200 and GB300. These chips are made for powerful AI tasks. Nvidia’s CEO, Jensen Huang, said the demand is “extreme.” 

The company is now making more of them. Each chip may cost between $30,000 and $40,000. These high prices could help Nvidia earn a lot more money.

CoreWeave and Cloud Partnerships: Strengthening the Ecosystem

Nvidia’s strategic investment in CoreWeave, a cloud computing company specializing in AI infrastructure, has proven lucrative. An initial $100 million investment in 2023 has ballooned to a stake valued at approximately $2.02 billion. 

CoreWeave’s focus on providing cloud-based AI server rentals using Nvidia’s chips reinforces the symbiotic relationship between the two companies. 

Financial Performance: Record-Breaking Earnings

Nvidia’s financial results for Q1 2025 showcase its performance:

• Revenue: $26.0 billion, up 262% year-over-year.
• Data Center Revenue: $22.6 billion, up 427% year-over-year.
• Net Income: $14.9 billion, marking the company’s most profitable quarter to date.

These figures underscore the company’s dominance in the AI sector and its ability to capitalize on the growing demand for AI infrastructure.

Nvidia’s Role in the AI Revolution

Experts think Nvidia will keep growing fast. A firm named Mizuho says Nvidia owns up to 95% of the AI chip market. Most stock experts still say “buy” the stock. This means they trust Nvidia’s future. Regular investors also believe in it. On sites like Reddit’s WallStreetBets, many people talk about how strong Nvidia looks.

Nvidia’s new technology is helping more industries use AI. These include healthcare, cars, and banking. Nvidia is leading the way in the AI boom. Its work is shaping the tech world. As AI grows, Nvidia is likely to keep growing too.

Wrap Up

NVDA stock went up because of smart deals, new rules, and strong products. The company also shared great earnings. There are some risks, like global tensions. 

But Nvidia looks strong. Investors and tech fans should keep watching. Nvidia is moving fast in the changing tech world.

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Disclaimer:

This content is for informational purposes only and not financial advice. Always conduct your research.