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Technology Stocks : NVIDIA Corporation (NVDA)
NVDA 201.03+5.0%9:30 AM EDT

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From: Frank Sully4/30/2025 12:07:26 AM
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Beth Kindig on NVIDIA

Nvidia’s Future Hinges on Blackwell – GB200s are the Standout SKUs

Due to the cyclical nature of GPU shipments, the differences in each generation are critical for investors to track. The Hopper generation has driven immense revenue growth over the past two years, while the Blackwell generation is expected to drive revenue that exceeds 2023 and 2024 combined. Hopper brought Nvidia to a $100 billion data center segment – at $26.3 billion in fiscal Q2 2024 – yet I pointed out how Blackwell could drive the data center segment to $200 billion-plus ten months ago.
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