Jensen Huang, co-founder and chief executive officer of Nvidia Corp., during the opening ceremony of a factory of Silicon Precision Industries Co. in Taichung, Taiwan, January 16, 2025.
A Rong XU | Bloomberg | Getty images
Nvidia The shares rebounded 3.9% on Friday, pushing the technology giant in the market capitalization club of 3 billions of dollars with Apple.
The actions of the flea manufacturer fell 8.5% Thursday after the company’s quarterly report. This decision erased around 273 billion dollars of value and made the company’s market capitalization at 2.94 billions of dollars.
Despite the 8% crisis of this week, Nvidia is still the second most precious American technology company behind Apple and before MicrosoftOne of its greatest clients.
Until now, in 2025, NVIDIA shares have lost more than 12% of their value, because the company faces investors concerns about export controls, prices, more effective artificial intelligence models and a global slowdown in growth.
Sasha Ostojic from Playground Global told CNBC “Squawk box“Friday that the fundamental principles of Nvidia always seem strong despite the recent price action and that the execution of society as well as it could”. Although recent movements can come from taking advantage, he thinks there are more advantages for actions.
“All hollows and spikes – in particular in the short term – are based on feeling and perception, not necessarily on the fundamentals, said Oltojic, owner of the stock.
Even after the last slide, Nvidia is still worth five times more than it was two years ago, at the start of the AI ​​boom generator. He first reached a market capitalization of 3 dollars of dollars In June 2024.
NVIDIA announced on Wednesday results that exceeded analysts’ estimates at all levels, revenues jumping 78% compared to the previous year to 39.33 billion dollars. Revenues from the company’s data center, which include its cutting -edge graphic processors for AI workloads, has climbed 93% on an annual basis to almost $ 36 billion.
Nvidia reported that he will have a solid district to launch his 2026 exercise and that the production problems of his new generation chip, Blackwell, had been mainly resolved.
In recent weeks, the CEO of Nvidia, Jensen Huang, said that demand for his chips would remain strong as new generation AI models that thought “of the best way to respond” step by step will require much more computing power.
“The quantity of calculation necessary to do this reasoning process is 100 times more than what we used to do”, Huang said to Jon Fort de CNBC In an interview on Wednesday.
NVIDIA is counting on billions of dollars in infrastructure spent the world’s largest technological companies each year for an excessive amount of its income. Huang said on Wednesday that Huang said Large cloud service providers – companies like Microsoft, Google And Amazon – represents approximately half of the income from the NVIDIA data center.
Other semiconductor actions also felt the pressure this week, with actions Advanced micro-apparents more than 10%. The flea manufacturer sang more than 13% since the beginning of February after his income from the fourth quarter data center are not expectations, which has made doubts about his ability to compete with Nvidia.
WATCH: Complete CNBC interview with the CEO of Nvidia Jensen Huang
