NVIDIA Set for 70% Stock Surge in 2025 as Blackwell Chips Dominate Market

NVIDIA (NASDAQ: NVDA) has gone from $359 billion in early 2023 to over $3.35 trillion in just 2 years.

That’s a 9x increase. This is all thanks to their industry leading GPUs which are the gold standard for AI infrastructure. Revenue was up 480% and net income was up 1,270% during this time as AI adoption went through the roof.

While growth like this may not continue, NVIDIA is still looking good for long term. Global tech giants are investing heavily in AI ready infrastructure and NVIDIA’s processors are dominating the data centers. And now they have the next gen Blackwell architecture coming in 2025 to redefine AI performance.

Blackwell Chips: The Catalyst for 2025 Growth

In NVIDIA’s fiscal 2025 Q3 (ending Oct. 27) revenue was $35.1 billion, up 94% year over year. They credit this growth to demand for their Hopper architecture and H200 GPUs and GH200 Grace Hopper Superchip. But the next big jump is coming with their Blackwell chips.

CEO Jensen Huang called the demand for Blackwell chips “insane” and CFO Colette Kress said supply will be constrained through fiscal 2026. This pent up demand could drive NVIDIA’s data center sales 50% higher in 2025 according to Beth Kindig, CEO of the I/O Fund. She says Blackwell will exceed NVIDIA’s total GPU revenue for 2023 and 2024 combined.

Highlights of NVIDIA’s Blackwell architecture:

• Launch Timeline: Fiscal 2025 Q4 (ending January 2025).

• Projected Revenue: Several billion dollars in initial shipments.

• Market Impact: Expected to outpace existing GPU sales.

As supply increases in 2025 NVIDIA’s revenue will go through the roof and they will solidify their position in the AI chip market.

Why NVIDIA Stock Could Soar in 2025

NVIDIA’s supply issues show how much demand there is for their high end chips. But they are proactively scaling up production so they will be well positioned for growth. Historical conservatism in estimates means they will likely beat estimates as they ramp up Blackwell production in 2025.

Reasons to be Bullish:

Key factors supporting a bullish outlook:

• Market Sentiment: Wall Street projects NVIDIA’s EPS at $4.41 for fiscal 2026, a 31x valuation on forward sales.

• Pricing Power: Blackwell chips’ demand underscores NVIDIA’s unmatched market influence.

• AI Tailwinds: Continued investment in AI by global tech leaders will drive demand for NVIDIA’s solutions.

Beth Kindig is expecting 70% upside in NVIDIA by 2025 from Blackwell in AI and data centers. A $1,000 investment in NVIDIA today could be life changing as they ramp up their next gen chip supply.

NVIDIA Corporation (NVDA) Price Analysis: Technical Outlook

NVIDIA Corporation (NVDA) is at $135.39 after finding support at $132.65. The stock formed a double bottom at this level and is above the uptrend line so it’s looking bullish in the short term.

Key resistance is at $137.63. If they break above this they could go to $142.67 which is the 50 day EMA at $142.72. Next resistance is at $145.89. If they break down below $132.65 they will be at support at $128.72 and $125.28.

Technical Indicators:

• RSI: Currently at 38.17, signaling a recovery from oversold conditions and potential for upward momentum.

• 50-Day EMA: Positioned at $142.72, serving as a near-term resistance point for bullish advances.

• 200-Day EMA: Below the current price, reinforcing a positive medium-term outlook.

Conclusion: NVIDIA has a base at $132.65 and a double bottom so it’s looking bullish. To continue the recovery they need to break above $137.63. Investors should watch $142.67 as a breakout above that would be a strong up trend. If they can’t hold above $132.65 they will sell.