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Nvidia’s Unstoppable Growth in the AI Chip Market

Russell Shor Written by Russell Shor

Nvidia's dominance in the AI chip market is driving remarkable growth, with its latest Blackwell chips sold out until late 2025. This surge in demand highlights Nvidia's strong execution and leading position in AI processors, with analysts at Morgan Stanley predicting further market share gains.

Cantor Fitzgerald is similarly optimistic, expecting Nvidia to exceed earnings forecasts, especially with Blackwell poised to deliver significant revenue in early 2025. CEO Jensen Huang's recent public appearances have further boosted investor confidence, as he emphasizes the company's edge through its Cuda software and NVLink technology.

Meanwhile, Nvidia's older Hopper chips continue to meet demand, ensuring strong momentum even amid potential production delays. Nvidia's stock has hit record highs, closing at $138.07, and some analysts suggest it could soon surpass Apple in market value as it remains in the early stages of an AI infrastructure boom.

Russell Shor

Senior Market Strategist

Russell Shor is a Senior Market Strategist at FXCM, having been promoted to the role in 2025 in recognition of his depth of insight and consistent delivery of high-impact market analysis. He originally joined FXCM in October 2017 as a Senior Market Specialist.

Russell holds an Honours Degree in Economics from the University of South Africa, is a certified FMVA®, and a full member of the Society of Technical Analysts (UK). With over 20 years of experience in financial markets, his work is renowned for its clarity, precision, and strategic value across asset classes.

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