Over the past 12 months to 29 May 2025, Nvidia (NASDAQ: NVDA) has remained a cornerstone of HALO Technologies’ Tech Stars and AI Thematic portfolios, returning an impressive 31.61% p.a. to investors. With its latest earnings report, the momentum shows no signs of slowing down — and we believe there is still more to come.
Another “Double Beat” on Wall Street
Nvidia's fiscal Q1 earnings released late Wednesday showcased strong outperformance:
These results mark a powerful continuation of Nvidia’s revenue “hockey stick” — driven primarily by demand in AI infrastructure, cloud computing, and advanced graphics technologies.
Despite a loss of approximately $8 billion in revenue from China due to export controls, Nvidia’s fiscal Q2 guidance remains strong at $45 billion ±2%, largely in line with analyst expectations.
AI Infrastructure at the Core
The company’s Data Centre segment continues to lead the charge, with $39.1 billion in revenue, up 73% YoY. Nvidia is not only selling chips — it's building a global network of AI factories and infrastructure:
This positions Nvidia as the enabler of next-generation AI development across industries — from drug discovery and robotics to autonomous driving and digital twins.
Gaming, PCs and Visualisation Also Deliver
New product releases include the GeForce RTX 5070/5060 GPUs, support for Nintendo Switch 2, and DLSS 4, which is now featured in over 125 games. The company’s new RTX Remix modding platform also gained serious traction with over 2 million gamers engaged.
In robotics, Nvidia introduced Isaac GR00T, a humanoid AI platform aimed at accelerating the development of synthetic intelligence agents and physical AI systems.
CEO Jensen Huang: "AI Is Essential Infrastructure"
“AI inference token generation has surged tenfold in just one year… Countries around the world are recognizing AI as essential infrastructure — just like electricity and the internet — and Nvidia stands at the centre of this profound transformation,” said Jensen Huang, CEO of Nvidia.
This vision — to be the backbone of global AI transformation — reinforces our conviction in Nvidia as a long-term structural winner.
What’s Next for Investors?
Nvidia’s remarkable performance over the past year has helped drive outsized returns in HALO’s AI and Tech Stars portfolios. Yet, the company’s deep investments in AI infrastructure, cloud partnerships, and cutting-edge computing suggest the growth story is far from over.
For existing investors, these results reaffirm Nvidia's leadership. For new investors, now could be an opportune time to gain exposure.
Contact your HALO adviser today for personalised insights — or if you’re new to HALO, speak to one of our experts about how to start investing in companies like Nvidia. Access powerful tools, AI-driven insights, and institutional-grade research to help you invest with confidence.
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