On June 25, 2025, NVIDIA (NVDA) held its annual shareholder meeting—marking a historic day as its stock surged 4.33% to a record high of $154.31 per share, officially surpassing Microsoft to become the world’s most valuable company. This milestone underscores the market’s soaring confidence in the AI leader, further fueled by key revelations from the meeting.
Top 5 Investor Concerns and NVIDIA’s Responses
1. Is the Chinese Market "Lost"?
CEO Jensen Huang acknowledged: *"The $50B Chinese market is effectively closed to U.S. firms."* Restrictions on H20 chip exports will lead to an $8B revenue loss, prompting a $4.5B inventory write-down. However, investors remain bullish, focusing on NVIDIA’s growth in U.S. and global AI infrastructure.
2. Has Profitability Peaked?
Far from it. Fiscal 2025 revenue hit $130.5B (+114% YoY), with 75% gross margins. Data center revenue soared to $115.2B (+142%), with full-year revenue projected to grow 53% to $200B.
3. Where’s the Next Growth Frontier?
Beyond AI, Huang highlighted robotics as the second growth curve. NVIDIA’s Drive platform powers Mercedes-Benz vehicles, while its Cosmos robot model and GR00T humanoid platform aim to host "billions of robots and millions of self-driving cars."
4. Is NVIDIA Still a Chip Company?
"We’re no longer just a chip firm," declared Huang. The company now positions itself as an AI infrastructure provider, offering GPU-to-software stacks (CUDA-X, Omniverse, Isaac) that redefine computing ecosystems.
5. Governance Controversies?
Shareholders approved all management proposals, including executive compensation and director re-elections. Three shareholder-led proposals (e.g., diversity reporting) failed, reinforcing governance stability.
Tech Breakthroughs: AI Factories, Blackwell Ultra, and Robotics
- Blackwell architecture: Fastest-ever commercial deployment, generating $11B in Q4 2025 alone.
- Blackwell Ultra: Boosts AI inference efficiency by 50%, targeting trillion-parameter models like GPT-4.
- Isaac GR00T: Humanoid robot platform integrates NVIDIA’s Cosmos physics model to bridge AI and physical worlds.
- Dynamo OS: Cuts long-context model costs by 30x, enhancing AI factory efficiency.
Stock Rally Defies "China Blockade"
June 2025: Shares up 14% (following May’s 24% surge). Loop Capital raised its price target to $250, reflecting Wall Street’s confidence.
Conclusion: The "Intel + Microsoft + Boeing" of AI
NVIDIA now combines Intel’s compute dominance, Microsoft’s platform ecosystem, and Boeing’s engineering prowess—redefining tech infrastructure from AI factories to robotics. As global economies pivot to AI, NVIDIA stands as the ultimate "moated" core asset.
FAQ Section
Q: How does NVIDIA mitigate China market risks?
A: By diversifying into U.S./global AI infrastructure and robotics, offsetting export losses.
Q: What’s driving 75% gross margins?
A: High-margin data center sales and proprietary software (e.g., CUDA-X).
Q: When will Blackwell Ultra launch?
A: Late 2025, with full-scale adoption expected by mid-2026.
👉 Explore NVIDIA’s latest AI breakthroughs
Q: Is NVIDIA overvalued?
A: With 53% projected revenue growth and $200B annual sales, analysts say no.
Q: How does robotics revenue compare to AI?
A: Still nascent but projected to exceed $20B by 2027.
👉 Why NVIDIA’s stock could hit $300
Sources: Financial World, NVIDIA Investor Relations