Nvidia has announced orders of 500 billion dollars for 2025-2026, signaling a continued boom in artificial intelligence, although the pace of growth is tempering.

Nvidia has already reserved a large part of its production capacity for the Blackwell and Rubin chips. Analysts estimate that revenues from the data center division could exceed current forecasts by $60 billion. Although Nvidia's shares have recently dropped by 5%, the company expects a profit of $1.25 per share and revenues of $54.9 billion for the third quarter. Nvidia benefits from massive investments in AI infrastructure from major clients like Google, Amazon, and Microsoft.

The company has recently signed important strategic agreements, including with OpenAI and Intel. However, competition is increasing from companies developing specialized chips. The estimates do not include sales to China, affected by export restrictions.