NVIDIA: Driving AI to the Next 'Chip'-ter!
At its 2025 Annual General Meeting, NVIDIA reinforced its leadership in the AI era, spotlighting Blackwell, the fastest-ramping AI platform in the company’s history. Blackwell delivers up to 30x faster AI inference while using significantly less energy and cutting costs, making cutting-edge AI more scalable and accessible for enterprises everywhere.
Looking ahead, NVIDIA’s next-generation architecture, Rubin, is expected to arrive in late 2025 or early 2026. It’s poised to unlock even greater performance, especially for demanding AI training and reasoning workloads.
But NVIDIA’s ambitions extend far beyond chips. With software platforms like Omniverse and Cosmos, companies can simulate and optimise digital twins, virtual versions of real-world systems like factories, supply chains, and autonomous machines, before deploying them in the physical world. Global leaders such as Foxconn, Mercedes-Benz, and Uber are already using these tools to accelerate innovation and reduce costs.
In robotics, an industry NVIDIA sees as a multi-trillion-dollar opportunity, the company offers a full-stack solution: high-powered training clusters, realistic simulation environments, and efficient chips for deployment. Whether it is autonomous vehicles, humanoid robots like Figure AI, or smart factory arms, NVIDIA is helping bring the next generation of intelligent machines to life.
Gamers are also benefiting from NVIDIA’s AI breakthroughs. The new GeForce RTX 50 Series, powered by Blackwell, delivers up to 8x faster performance and greater battery efficiency, enabling creators and gamers to do more, faster, and with better visuals.
NVIDIA’s growth has been explosive: revenues have jumped from $27 billion to $130 billion in just two years, with forecasts approaching $200 billion in 2025. Its soaring market cap recently saw it become, even if briefly, the most valuable company in the world.
CEO Jensen Huang put it simply:
“We stopped thinking of ourselves as just a chip company long ago. We’re building the essential infrastructure for the AI-powered world, across data centres, enterprises, robotics, and beyond.”
As regular readers are aware, NVIDIA remains a high conviction holding in the EPIC Global Equity Fund, and the cornerstone of the AI revolution.
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