
Every Nvidia Investor Should Keep an Eye on This Number

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Nvidia's stock has surged 610% in 2023, driven by its pivotal role in AI development through its GPUs. Investors should monitor the company's data center revenue, which has become its largest segment, growing 93% year-over-year to $35.6 billion in Q4 FY2025. While sustained growth at this rate is unlikely, any significant decline could indicate waning demand for AI infrastructure or loss of market share to competitors. Nvidia's valuation hinges on expectations of continued AI-driven growth, making data center revenue a key indicator for investors.
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