NVDA Stock Alert: Why NVIDIA’s Record-Breaking Run May Just Be Getting Started

Investors zero in on NVDA this week after NVIDIA unveiled a fresh wave of AI partnerships at GTC Washington D.C. and as Wall Street digests blockbuster FY 2025 results. Below is what is driving the buzz—and what it could mean for the red-hot semiconductor leader’s stock price. NVIDIA’s FY 2025: revenue doubles, data-center sales surge NVIDIA ended fiscal 2025 with record revenue of $130.5 billion, up 114 % year-over-year, while Q4 sales hit $39.3 billion, 78 % higher than a year ago. Data-center revenue alone ballooned 93 % to $35.6 billion, cementing the company’s dominance in AI infrastructure. Management now projects another record quarter, guiding for $43 billion in Q1 FY 2026 sales. Palantir tie-up unlocks “operational AI” The headline from GTC is a new collaboration with Palantir Technologies. Palantir will integrate NVIDIA CUDA-X libraries, Blackwell GPUs and open-source Nemotron models into its Ontology framework, giving enterprises pre-built AI agents for supply-chain, healthcare and defense workloads. Early adopter Lowe’s is already building a digital twin of its logistics network on the joint stack. Why it matters: custom AI agents that run on NVIDIA silicon deepen lock-in and expand TAM beyond training and inference chips into full-stack “AI factories,” a market CEO Jensen Huang estimates could drive $3-4 trillion in spend by 2030. Fresh catalysts: NVQLink, 6G and physical AI Alongside Palantir, NVIDIA announced: • NVQLink: a new interconnect that marries GPUs with quantum computers for 17 labs worldwide. • A Nokia partnership to develop an AI platform for 6G wireless. • A consortium with U.S. robotics giants to accelerate “physical AI” manufacturing. Each initiative broadens NVIDIA’s footprint into emerging compute frontiers—quantum, telecom and industrial automation—areas with less direct GPU competition. Can the stock keep climbing? Shares touched an all-time high near $198 after the news, lifting NVIDIA’s market cap above $4.7 trillion. Yet some analysts warn growth may moderate as hyperscalers diversify chip suppliers and rivals AMD and Broadcom win custom ASIC deals; the 12-month median price target implies only ~19 % upside from current levels. Key takeaways for traders 1. Near-term momentum: soaring data-center demand plus Q1 guidance above consensus could power another earnings-season pop. 2. Long-term moat: full-stack deals like Palantir + CUDA-X reinforce software stickiness and drive incremental GPU sales. 3. Valuation watch: NVDA trades at ~28× sales, so any slip in data-center growth or faster-than-expected share loss could trigger volatility. Bottom line NVDA’s latest partnerships show the company pushing beyond GPUs into turnkey AI ecosystems, a strategy that could extend its lead even as competition intensifies. With earnings growth still rapid and new verticals opening, dip-buyers may continue to find NVIDIA irresistible—just be prepared for a bumpier ride as expectations soar higher than even Jensen Huang’s GPUs.