NVIDIA Stock in 2025: Growth, Risks, and the AI Future

NVIDIA (NVDA) has become more than just a chipmaker — it’s now the backbone of artificial intelligence (AI) infrastructure. With explosive revenue growth, bold new investments, and a stock price that has captured Wall Street’s attention, investors are asking: Is NVIDIA still a buy in 2025, or has the AI boom already been priced in?

In this article, we’ll break down NVIDIA’s latest financial performance, the massive OpenAI partnership, growth opportunities, risks, and practical tips for investors who want to navigate NVDA stock wisely.

NVIDIA’s Recent Performance: Record-Breaking Numbers

NVIDIA reported $46.7 billion in Q2 FY26 revenue, up 56% year-over-year, driven largely by its data center business.

Data Center Revenue: $41.1 billion, up 56% YoY.
Gross Margins: ~72% — among the highest in the tech sector.
Earnings Per Share (EPS): $1.08 GAAP, ~$1.05 non-GAAP.
Shareholder Returns: $24.3 billion in buybacks/dividends so far this year, with a further $60 billion share repurchase plan approved.

These numbers underscore NVIDIA’s dominance in powering AI servers, cloud computing, and high-performance data centers.

Case Study: From Gaming to AI Superpower 🎮➡️🤖

Not long ago, NVIDIA was primarily known for its gaming GPUs. For example, in 2015, its GeForce graphics cards were mostly used by gamers and PC builders. Fast forward to 2025, those same GPU technologies form the backbone of OpenAI training models, ChatGPT, self-driving cars, and global AI data centers.

This transformation illustrates how a strong core technology can evolve into entirely new trillion-dollar industries.

The $100 Billion OpenAI Investment

In September 2025, NVIDIA announced it would invest up to $100 billion with OpenAI to build 10 gigawatts of AI data centers worldwide.

The first 1 GW deployment is expected in the second half of 2026.
This would make NVIDIA not just a chip provider but also a co-owner of AI infrastructure.
The deal could secure NVIDIA’s dominance for years but comes with execution and financial risks.

Wall Street responded with enthusiasm — NVIDIA stock rose about 5% on the announcement.

Opportunities Ahead 🚀

AI Everywhere: Demand for AI chips in healthcare, finance, robotics, and consumer products continues to grow.
Enterprise AI Adoption: Corporations adopting generative AI at scale mean consistent demand for NVIDIA’s chips.
Cloud Partnerships: Deals with Microsoft, Amazon AWS, and now OpenAI cement NVIDIA’s ecosystem role.
Diversification: Beyond GPUs, NVIDIA is expanding into networking, CPUs, and AI-powered software platforms.

Risks Investors Should Watch ⚠️

Valuation Concerns
NVDA trades at a premium. Even with rapid growth, some analysts worry the stock is priced for perfection.
Geopolitical Risks
Export restrictions to China could limit market access, as the region remains a huge AI hardware consumer.
Competition Rising
AMD, Intel, and custom AI chips from Google and Amazon could eat into NVIDIA’s dominance.
Execution of Mega Projects
The $100B OpenAI partnership is ambitious. Delays, cost overruns, or demand slowdowns could impact margins.

Practical Investor Tips 💡

If you’re considering investing in NVIDIA stock:

Long-Term Investors: NVDA could remain a cornerstone of AI growth. Think 5–10 years, not short-term trades.
Diversify Exposure: Instead of going all-in, consider AI/tech ETFs that include NVIDIA but spread risk.
Watch Quarterly Earnings: Monitor margins, data center growth, and progress on AI partnerships.
Don’t Chase Hype: Enter gradually with dollar-cost averaging (DCA) rather than lump sums at all-time highs.

Conclusion

NVIDIA has cemented itself as a critical force in the AI revolution. With record earnings, strong partnerships, and massive investments, the future looks bright. Yet, no stock is without risks — especially one priced at the heart of a global tech boom.

For investors, the question isn’t whether NVIDIA is a great company (it is), but whether today’s price leaves enough room for tomorrow’s gains.

🔑 Interactive Question for Readers:
Do you believe NVIDIA’s stock will keep climbing as AI expands, or is it already overvalued? Share your view in the comments!