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June 4, 2026
NVIDIA RESULTS
NVIDIA has become the best-known company of the artificial intelligence boom, now valued at nearly $5.5 trillion, making it the most valuable listed company. Back in the mid-90s, when the company was formed, it was known for its graphics cards and gaming Graphics Processing Units (GPU), but today its chips are used worldwide to power global AI infrastructure, including cloud computing, chatbots, robotics, and autonomous driving. NVIDIA’s recent earnings and participation at GTC Taipei signaled continued growth, but also a return to its old battleground of the PC market.
On May 20th, NVIDIA reported results above market expectations, with quarterly revenue surging 85% year-on-year, while earnings were also better-than-expected. The key data centre revenue climbed 92% to a record $75.2 billion, as demand for AI infrastructure remained very robust. The company issued strong forward guidance, forecasting roughly $91 billion in revenue for the current quarter. CEO Jensen Huang said that the “largest infrastructure expansion in human history” was continuing as companies and governments increase AI spending. Markets saw this as evidence that the AI boom is continuing. When NVIDIA posted its earnings, other major chip companies, including AMD, Intel, and ARM, all surged.
GTC Taipei is one of the most important events in the annual AI calendar and runs alongside the COMPUTEX tech trade show. While GTC Taipei is an AI conference run by NVIDIA, participants include ASUS, Foxconn, Taiwan Semiconductor, ARM, Samsung, Marvell, Delta, and others. It’s significant, since NVIDIA CEO holds court on the first day and in the past outlined NVIDIA’s AI strategy, agentic AI (autonomous AI), and the company’s move towards full platforms and services. The event is taking place from June 1 to June 4 this year, and NVIDIA CEO Jensen Huang gave the keynote speech.
On June 1st, the NVIDIA CEO made several closely watched announcements. RTX Spark, an ARM-based superchip platform for Windows PCs, was announced. The AI-enabled chip combines an ARM-based CPU with NVIDIA’s latest Blackwell-class GPU architecture and will be available by autumn, according to Huang. Some have lauded the chip as one of the best chances the home PC market has to reverse its longer-term decline, but the superchip system will be able to run on laptops as well. Huang also spoke of a $1 trillion demand outlook for the latest Blackwell and Vera Rubin architecture, arguing that AI demand had not yet peaked. The NVIDIA head also stated that a faster upgrade cycle of future generations of processors means that it should retain its dominant market share and predicted that Marvell would be worth $1 trillion soon.
The impact of Huang’s words appeared to boost NVIDIA’s stock price, which surged 6.2%. But it wasn’t just NVIDIA that benefited. Microsoft was an obvious winner since the Spark Superchip runs on the Windows platform, owned by Microsoft. ARM is another company that stands to gain if Spark becomes a widely sold AI-PC platform; the company will cash in via royalties on every Spark chip sold. Dell, which sells laptops and desktops, was named as a partner for RTX Spark-powered PCs, with HP in a similar position. All of those companies’ stock prices rose in regular market trading while rivals such as Intel fell after the speech.
Even before these events, the company announced an AI infrastructure strategic partnership with IREN worth billions of dollars. In May, the company partnered with Corning in a deal worth $500 million. Markets also reacted positively to reports of IPO plans from both OpenAI and SpaceX, helping fuel wider enthusiasm surrounding AI-related stocks and semiconductor companies. NVIDIA additionally gained support from large-scale AI infrastructure spending commitments from Microsoft, Amazon, Meta, and other tech giants, expanding data centre capacity.
Conclusion
NVIDIA’s latest results and the GTC Taipei event continued the excitement surrounding artificial intelligence, justifying the huge amount of money continuing to flow into the sector. Strong demand for its AI chips, growing data centre investment, and optimism around future products all helped reinforce the company’s position at the centre of the AI story. With the company now returning to its roots in an attempt to dominate the PC / laptop market, it only adds to the narrative of its dominance in tech.