NVIDIA Corporation (ticker: NVDA) has steadily expanded its position in accelerated computing since its IPO on January 22, 1999. The company built a deep foundation in graphics processing and parallel computation, developing the hardware and software architecture that now powers modern artificial intelligence. As generative AI adoption accelerated in 2022, demand for high-performance GPUs and the CUDA platform surged, driving a more than 700% increase in NVIDIA’s market value over the following two years.
In October 2025, NVIDIA became the first company to reach a 5 trillion US-dollar market capitalization, ranking as the largest company in the world ahead of Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN). Its technology supports the core computing layer for AI development, cloud infrastructure, robotics, autonomous systems, and scientific research. Leading AI organizations including OpenAI, Microsoft, Google DeepMind, and Meta rely on NVIDIA’s GPU ecosystem to train and scale their most advanced models.
NVIDIA now sits at the center of global computing innovation, shaping the performance and direction of the AI systems that define today’s technological landscape.
What Is NVIDIA and What Does NVIDIA Do?
Source: Statista
NVIDIA (NVDA) is an American semiconductor and computing company founded in 1993 in Santa Clara, California. It began with a simple idea: build processors that could handle visual computing far faster than traditional CPUs. That idea led to the modern GPU, which first transformed gaming and later reshaped entire industries.
Over the past decade, NVIDIA has evolved from a graphics specialist into a full-stack computing company. It designs chips, systems, networking infrastructure and an extensive software ecosystem that supports everything from generative AI to robotics and autonomous vehicles. Its CUDA platform, AI frameworks, data center GPUs and server architectures have become core tools for developers and researchers working with large-scale models and high-performance computing.
Today NVIDIA operates across several major segments:
• Data Center and AI: Its most important business. NVIDIA provides the GPUs, server platforms and networking solutions that power AI training, inference and large-scale cloud computing.
• Gaming: Still a significant revenue driver, supported by GeForce GPUs and gaming technologies.
• Automotive: Focused on self-driving systems, onboard computing and simulation platforms.
• Professional Visualization: GPUs and software for design, engineering and creative industries.
NVIDIA is no longer defined by a single category. It sits at the intersection of chips, software and large-scale compute infrastructure, giving it a central role in the AI economy.
Who Are NVIDIA Partners and Main Competitors in the AI Game in 2025?
NVIDIA’s leadership in the AI industry is built on two pillars: a powerful ecosystem of partners that rely on its GPUs to train frontier models, and a focused set of competitors pushing to develop alternative AI chips. Together, they define NVIDIA’s strategic position in 2025 as the world’s most valuable company and the backbone of global AI infrastructure.
Key Partners for Nvidia in the AI Landscape (2025)
NVIDIA’s partners include the most influential companies in cloud computing, AI research and advanced manufacturing. Their dependence on NVIDIA’s hardware and software stack shows how deeply embedded the company is in the modern AI economy.
| Partner | Type | Market Cap (Approx. Nov 2025) | How They Work With NVIDIA |
| OpenAI | AI Lab | Private (estimated US$100–150B if public) | Trains frontier models on NVIDIA GPUs at massive scale. |
| Microsoft (Azure) | Cloud Provider | US$3.0–3.3T | Builds GPU superclusters with NVIDIA and offers NVIDIA-powered AI instances to enterprises. |
| Google (DeepMind) | AI Research | US$2.3–2.5T (Alphabet) | Uses NVIDIA accelerated compute systems for large-scale deep learning and research workloads. |
| Meta | AI Research and Platforms | US$1.1–1.2T | Uses NVIDIA GPUs for generative AI, ranking models and internal research. |
| Amazon Web Services | Cloud Provider | US$2.0–2.2T | Offers NVIDIA GPU instances on AWS for enterprise training and deployment. |
| Tesla | Automotive and AI | US$700–800B | Integrates NVIDIA automotive compute into in-vehicle AI and autonomy systems. |
| TSMC | Semiconductor Foundry | US$550–600B | Manufactures NVIDIA’s advanced GPUs and next-generation chips. |
Key Competitors for Nvidia in the AI Chip Race
Despite NVIDIA’s dominance, several major players are developing their own silicon to capture a share of the fast-growing AI compute market. These competitors include traditional chipmakers and cloud hyperscalers with the financial strength to challenge NVIDIA over time.
| Competitor | Category | Market Cap (Approx. Nov 2025) | Competitive Position |
| AMD | GPU and AI Accelerators | US$300–350B | The closest rival to NVIDIA with MI300 and MI325 accelerators targeting data center AI. |
| Intel | CPUs and AI Hardware | US$150–170B | Competes with Xeon and Gaudi accelerators but holds a smaller share of AI compute. |
| Google (TPU) | Custom AI Chips | US$2.3–2.5T (Alphabet) | Uses in-house TPUs for internal workloads and Google Cloud services. |
| Amazon (Trainium, Inferentia) | Cloud AI Chips | US$2.0–2.2T | Develops custom chips for AWS, offering lower-cost alternatives to NVIDIA GPUs. |
NVIDIA Stock Analysis and Market Performance in 2025
NVIDIA became the first company to reach $5 trillion in market capitalization in 2025, driven by strong AI infrastructure spending, record data center revenue and broad adoption of its accelerated computing stack. Hyperscalers expanded GPU clusters at significant scale, and enterprises increased AI deployment, reinforcing NVIDIA’s central position in global compute. At the same time, export restrictions, competitive pressure and valuation sensitivity introduced clearer risks to its outlook.
Operational Highlights Driving the NVIDIA Stock Price in 2025
Source: NVIDIA Financial Report
1. 66% YoY Data Center Revenue Growth to $51.2 billion: NVIDIA’s data center business set a new record, supported by rising demand for AI training and inference across cloud providers and enterprises.
2. Rapid Expansion of Hyperscaler GPU Orders: Microsoft, Google, Amazon and Meta continued securing H100, H200 and Blackwell GPUs at scale, giving NVIDIA strong multi-year shipment visibility.
3. Gross Margin Above 73%: GAAP gross margin reached 73.4%, sustained by premium pricing and limited supply of high-end AI accelerators.
4. Deepening CUDA and AI Software Lock-In: NVIDIA’s software ecosystem kept most developers and enterprises tied to its platform, reinforcing its long-term competitive position.
5. Improved Supply Through TSMC Scaling: TSMC expanded CoWoS and advanced packaging capacity, easing supply constraints and enabling higher GPU output.
Key Risks for NVIDIA in 2025
Export Controls Limiting China Sales: Restrictions on advanced GPUs reduced access to a major historical data center market and required adjustments to product lines.
Growing Competition: AMD’s MI300 series, Intel’s Gaudi accelerators and custom chips from Google and Amazon gained traction in selected workloads, increasing competitive pressure.
Valuation Sensitivity at US$5T: NVIDIA’s elevated valuation increased its sensitivity to earnings results and changes in AI spending trends.
How to Invest in NVIDIA Stock: A Step-by-Step Guide in 3 Different Ways
Investors can gain exposure to NVIDIA through traditional equity markets or through newer crypto-native products such as tokenized NVIDIA stock on BingX. Below are three clear paths depending on whether you prefer regulated access, flexible global trading or a more advanced futures-based approach.
1. Buy NVIDIA Shares (NVDA) on a Brokerage Platform
Source: Investopedia
If you want direct ownership and full shareholder rights, you can purchase NVIDIA stock (NVDA) through any brokerage that supports Nasdaq-listed securities.
Step 1: Choose a brokerage: Select a regulated platform that offers access to U.S. equities, transparent fees, USD funding options and stable trading tools.
Step 2: Verify your account: Complete registration by submitting identification documents, passing KYC checks and filling in tax forms required for non-U.S. investors.
Step 3: Fund your account: Deposit USD through supported payment methods or convert your local currency inside the platform before placing an order.
Step 4: Buy NVDA: Search for ticker NVDA, review market information, choose between a market or limit order, enter your preferred investment amount and confirm the trade.
2. Buy Tokenized NVIDIA Stock (NVDAon / NVDAx) on BingX Spot
Source: BingX Tokenized Google Stock NVDAon Price
If you prefer fractional access, ease of global availability or a crypto-native trading experience, you can buy tokenized NVIDIA stock directly on BingX Spot. Tokenized assets mirror the price performance of the underlying stock.
Step 1: Create and secure your BingX account: Register an account, complete KYC verification and enable two-factor authentication for security.
Step 2: Deposit USDT or supported assets: Transfer USDT to your BingX wallet, verify you are using the correct blockchain network and confirm any deposit fees or minimums.
Step 3: Search for tokenized NVIDIA: Open the Spot market and look for NVIDIA-linked tickers such as NVDAon or NVDAx, depending on the issuer listed on BingX.
Step 4: Use BingX AI for insights: Tap the AI icon to ask about support levels, price trends, or recent volatility before placing an order.
Step 5: Buy tokenized NVIDIA: Choose a market or limit order, enter your amount, check liquidity and confirm the purchase.
3. Trade NVIDIA Tokenized Stock Futures on BingX Futures
Source: BingX Tokenized Google Stock NVDA Futures
If you want leverage, long-short positioning or hedging strategies, NVIDIA tokenized stock futures on BingX Futures offer a way to trade price movements without holding the underlying stock.
Step 1: Enable futures trading: Open your BingX account, complete KYC and transfer USDT or supported collateral to your Futures wallet.
Step 2: Open the NVIDIA futures market: Search for NVIDIA-linked perpetual futures NVDA . Review leverage ranges, funding rates and margin requirements.
Step 3: Use BingX AI to evaluate market conditions: Ask the AI assistant about trend direction, volatility conditions or support and resistance zones before entering a position.
Step 4: Go long or short: Open a long position if you expect NVIDIA’s price to rise, or short if you expect it to decline. Adjust leverage based on your risk tolerance.
Step 5: Execute and manage your trade: Place your order, set take-profit and stop-loss targets, and monitor margin levels, funding rates and volatility inside BingX Futures.
What Is NVIDIA Tokenized Stock and How Does It Work?
NVIDIA tokenized stock is a blockchain-based representation of NVIDIA Corporation’s shares (NVDA), created by different issuers to provide economic exposure to the stock without using a traditional brokerage. These tokens mirror NVIDIA’s market price and can appear under tickers such as NVDAon, NVDAx, or NVDA2-USD, depending on the issuer. They trade on platforms like BingX, offering global access, fractional ownership and extended trading hours compared to the U.S. stock market.
How NVIDIA Tokenized Stock Works
1. Price Tracking: Tokenized NVIDIA assets follow the live price of NVDA on Nasdaq during active trading hours. Their value updates in real time to reflect NVIDIA’s actual market performance, offering a near-identical price exposure experience.
2. Backing Method (Varies by Issuer): Different issuers use different mechanisms to align the token with NVDA’s real price. This is why tickers differ across platforms.
• xStocks: Uses custodial backing by holding underlying NVIDIA shares or equivalent financial instruments.
• Ondo: Provides economic exposure through custodial or synthetic structures depending on jurisdiction and platform rules.
• Zipmex: Tracks NVIDIA’s price using synthetic derivatives such as NVDA2-USD, which behaves like a futures-style product rather than a token backed by real shares.
3. Trading Structure: Tokenized NVIDIA stocks trade like crypto assets. Users can buy them with USDT, transfer them between compatible wallets and trade them on platforms like BingX, often outside standard U.S. market hours. Liquidity is provided by the exchange or issuer, not by Nasdaq.
4. No Shareholder Rights: Token holders gain price exposure only. They do not receive voting rights or legal ownership of NVIDIA shares. Dividend handling varies by issuer and may be reinvested or reflected synthetically depending on the token’s design.
Read More: Ondo Global Markets Unlocks 100+ Tokenized U.S. Stocks on Ethereum - All You Need to Know
Why Investors Use NVIDIA Tokenized Stock
• Enables fractional ownership with small minimum purchases
• Offers global access without needing a U.S. brokerage account
• Fits naturally into crypto portfolios alongside other digital assets
• Supports extended weekday trading hours beyond U.S. market limitations
• Can be paired with NVIDIA tokenized stock futures for leveraged or hedged strategies
Risk and Considerations Before Investing in NVIDIA Tokenized Stock
Tokenized NVIDIA offers flexible, global access to NVDA price exposure, but it does not behave the same as holding traditional NVIDIA shares. Before trading NVDAon, NVDAx or synthetic variants, investors should understand the structural, regulatory and liquidity factors that influence how these assets perform.
1. Issuer Risk: Each token (NVDAon, NVDAx, NVDA2-USD) is issued by a different provider with its own backing model, and your exposure depends on the issuer’s ability to maintain accurate price tracking and operational reliability.
2. Liquidity Differences: Tokenized NVIDIA depends on exchange-provided liquidity rather than Nasdaq’s order book, which can result in wider spreads and less stable execution during high volatility or off-hours trading.
3. No Shareholder Rights: Token holders receive economic exposure only, without voting rights or legal ownership of NVIDIA shares, and dividends may be simulated or not provided depending on the issuer.
4. Market Hour Limitations: Token prices track NVDA most accurately during Nasdaq hours, while off-hours movements may rely on synthetic pricing or broader crypto market sentiment.
5. Regulatory Constraints: Tokenized stocks are treated differently across jurisdictions, and some regions restrict trading of digital equity representations, requiring users to confirm local compliance.
6. Smart Contract and Custody Risk: On-chain assets carry risks related to smart contract vulnerabilities, issuer custody practices and operational safeguards that differ from traditional brokerages.
Final Thoughts
Apple remains one of the most significant companies in the global technology landscape, supported by a large device ecosystem, expanding services revenue and strong cash flow generation. Its long-term position is shaped by the integration of hardware, software and custom silicon, as well as the growing role of intelligence-based features across its platforms.
Whether accessed through traditional shares or through tokenized formats, the core investment thesis centers on Apple’s scale, product consistency and recurring-revenue model. Tokenized exposure offers additional flexibility such as fractional access and extended trading availability, while traditional shares provide full ownership rights and established investor protections. Each format serves different needs depending on access preferences, regulatory environments and investment objectives.
For investors evaluating Apple in 2025, the decision ultimately depends on risk tolerance, desired exposure type and comfort with emerging digital asset structures. Apple’s stability and ecosystem reach continue to attract long-term interest, and understanding the differences between investment formats can help determine the approach that best aligns with individual goals.