Nvidia delivered a record $130.5 billion in total revenue in fiscal 2025, which was a 114% increase from the prior year, and it was also comfortably above management's forecast of $128.6 billion. The data center segment accounted for $115.1 billion of that total, which was up by a whopping 142% from the prior year.

DeepSeek is an exciting development and not a threat to compute demand, Nvidia CEO Jensen Huang said in an interview that aired Thursday.

A Bernstein analyst looks at several valuation metrics that are near 10-year lows and deemed Nvidia’s stock “increasingly attractive.”