NVIDIA: Still Capable of Continuing?

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In September/2024, when the AI boom was just starting to enter the acceleration phase, Viet Hustler had a long analysis article on Nvidia - the business model story, competitive advantages, and future prospects of the “giant” leading the GPU era.

Over 1 year has passed, the AI world has completely changed.

• From the initial LLM wave to the era of video models, AI agents and national-level “AI factories”, the industry's development speed has made even the most optimistic 2024 forecasts outdated.

• The biggest question now is no longer “Will Nvidia continue to grow?” but: is there anything big enough to halt that growth momentum?

On the market, people are starting to discuss the possibility of an “AI bubble”.

But on the flip side, Nvidia's Q3 FY2026 results shattered all revenue, profit, and margin records - showing reality is outpacing even the skeptics.

In this week's article, Viet Hustler will update the full picture of Nvidia after a year with you: what's changed, what's driving real growth, emerging new risks, and how much headroom this AI empire still has ahead.

1. Nvidia 2025: How Has It Changed After a Year?

2. Blackwell & Blackwell Ultra: Nvidia's New Growth Engine

3. Nvidia Software Platform: NIM, CUDA-X, AI Enterprise

4. Q3 FY2026 Results

5. Opportunities & Challenges

6. Preliminary Valuation