<div id="readability-page-1">Nvidia (NVDA 5.27%) has wowed investors with many of its moves over the past few years, from introducing game-changing new products into the artificial intelligence (AI) market to earning a spot in the prestigious Dow Jones Industrial Average (^DJI 1.65%). The company elevated its specialty of designing graphics processing units (GPUs) to almost an art form -- these chips started out mainly serving the video games industry, but today power the most advanced AI systems. In fact, Nvidia's chips are known as the best around, and that's why the world's tech giants -- from Amazon to Microsoft -- flock to the company for its latest releases. All of this has resulted in double- and triple-digit revenue growth in recent years, and over the past five years, the stock has soared quadruple digits. In recent weeks, though, this high-flying stock has slipped along with the rest of the market. Investors worry President Trump's trade war with major U.S. trade partners could hurt the economy and corporate earnings. But it's important to remember that, even if Nvidia faces headwinds in the near term, its long-term prospects and the general AI growth story remain intact. And Nvidia isn't finished when it comes to making impressive moves. In fact, my prediction is one particular thing will be Nvidia's net big move -- and it will start on March 18. <div><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTEwMzYvZ2V0dHlpbWFnZXMtbWFuLXNtaWxlcy1vbi1waG9uZS1hdC1jb21wdXRlci5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTEwMzYvZ2V0dHlpbWFnZXMtbWFuLXNtaWxlcy1vbi1waG9uZS1hdC1jb21wdXRlci5qcGcmdz03MDA"/>Image source: Getty Images. </div> <h2>From video games to the AI boom</h2> First, though, let's take a quick look at Nvidia's path so far. As mentioned, Nvidia's GPUs initially focused on the video gaming market, but when it became clear that their ability to process multiple tasks at once could serve many other areas, growth took off. And the AI boom became a key catalyst, helping Nvidia's annual revenue climb from $26 billion in the 2022 fiscal year to $130 billion in the recently completed 2025 fiscal year. Nvidia hasn't stuck with only GPUs, instead building out an entire platform of AI products and services, from enterprise software to networking tools and more. This tech giant has the portfolio necessary to help both commercial customers and governments along every step of their AI path. As mentioned, technology companies -- pouring billions of dollars annually into their AI programs -- are major Nvidia customers. This is positive because these players are committed to their AI strategies and have the financial resources to carry out their plans. Now, let's move along to my prediction. Nvidia will hold its annual GTC AI conference this coming week, and CEO Jensen Huang will keynote the event on March 18. As Huang speaks about significant happenings at Nvidia, he'll likely offer us some clues about the future. And I predict Nvidia's next key move will be to focus more heavily than ever on innovation -- a make-it-or-break-it element for AI chip designers. <div><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTEwMzYvZ2V0dHlpbWFnZXMtMjE1NTc2OTU1NS0xMjAweDY3NS0xMjg1NTRlLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="700" height="393" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTEwMzYvZ2V0dHlpbWFnZXMtMjE1NTc2OTU1NS0xMjAweDY3NS0xMjg1NTRlLmpwZyZ3PTcwMA"/>Image source: Getty Images. </div> <h2>Clues about Nvidia's innovation strengths</h2> Nvidia already has offered us clues of its strengths when it comes to innovation: It launched its latest Blackwell architecture in its fastest-ever production ramp. And the company generated $11 billion in Blackwell revenue in the first quarter of commercialization -- all while maintaining gross margin above 70%. This highlights Nvidia's ability to release a complex product fast, without major glitches, and ensure high profitability on sales. The fact that demand has surpassed supply is another good sign, showing customers are eager to get in on Nvidia's products. Why do I think Nvidia now is kicking up innovation a notch? In the past, Nvidia has talked about updating GPUs annually. But after this enormous Blackwell launch, which happened over the past few months, the company already aims to release Blackwell Ultra at some point in the second half of this year -- so it's possible this new update may even come a bit before the original Blackwell's one-year anniversary. Nvidia says the Vera Rubin architecture will launch next. And reports have suggested Rubin development is ahead of schedule so it could release as early as later this year or early next year. Considering Nvidia's recent emphasis on the importance of reasoning inference moving forward, I would expect Blackwell Ultra to be particularly strong in this area -- and that's something that could supercharge Nvidia's already solid revenue growth. This potential speed in innovation and a focus on a key growth area is crucial for Nvidia because it's the one thing that could keep it ahead of rivals -- and result in high-level growth over time. So, my prediction is Nvidia's next big move will be this focus on innovation, with the next chip updates potentially coming even sooner than expected and being keenly adapted to the next AI growth area. And that could be fantastic news for Nvidia shareholders. </div>

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. 

According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

Nvidia will release its first quarter report for fiscal year 2026 ending April 27, 2025. According to analysts surveyed by FactSet, Nvidia's first-quarter revenue is expected to increase 66% year-on-year to $43.3 billion; adjusted earnings per share will increase 44% year-on-year to $0.88. The growth rate of revenue and profits has slowed significantly compared with the same period last year. In the same period last year, Nvidia's revenue increased by 262% year-on-year, and its adjusted earnings per share increased by 461% year-on-year.

NVIDIA Financial Results for Q4 Fiscal 2025

NVDA

Nvidia is set to make a significant move starting March 18, coinciding with its annual GTC AI conference where CEO Jensen Huang will keynote. The company, known for its innovative GPUs that have transitioned from gaming to powering advanced AI systems, has seen substantial revenue growth, reaching $130 billion in the 2025 fiscal year. Despite recent stock declines due to market concerns, Nvidia's long-term prospects remain strong. The focus will shift towards accelerated innovation, with upcoming releases like Blackwell Ultra and Vera Rubin architecture expected to enhance its competitive edge in the AI sector.

- Nvidia has experienced significant growth, transitioning from gaming GPUs to powering advanced AI systems, resulting in substantial revenue increases.  
- Despite recent stock declines due to market concerns, Nvidia's long-term prospects remain strong, bolstered by its innovative product pipeline and major tech partnerships.  
- The upcoming GTC AI conference on March 18 is anticipated to reveal Nvidia's intensified focus on innovation, which is crucial for maintaining its competitive edge in the AI chip market.

Prediction: This Will Be Nvidia's Next Big Move (and It Will Start on March 18)