Will Nvidia Stock Keep Going Up: Key Trends and Market Insights

Will Nvidia stock keep going up is a question on the minds of many investors and tech enthusiasts, especially as the company continues to dominate headlines in the AI and semiconductor sectors. As of September 2025, Nvidia remains a central player in the global tech market, but recent developments and financial data suggest a nuanced outlook. This article breaks down the latest trends, key risks, and what could influence Nvidia's stock trajectory in the coming months.

Industry Momentum: AI Demand and Strategic Partnerships

Nvidia's rise has been closely tied to the explosive growth of artificial intelligence (AI), cloud computing, and high-performance computing. The company's graphics processing units (GPUs) are the backbone of many AI data centers and blockchain applications, making Nvidia a critical supplier for both traditional tech giants and emerging Web3 projects.

In September 2025, Nvidia made headlines by acquiring a $5 billion stake in Intel, securing a 4% ownership and sparking a 30% surge in Intel's share price (Cryptopolitan, September 21, 2025). This deal allows Nvidia to use Intel CPUs in its AI data center servers, while Intel will integrate Nvidia's AI technology into its personal computer chips. However, Nvidia chose not to utilize Intel's foundry services, instead continuing its manufacturing partnership with TSMC, a leading chipmaker based in Taiwan.

These strategic moves reinforce Nvidia's position at the forefront of AI innovation, but also highlight the company's reliance on external manufacturing partners and the global supply chain.

Financial Performance and Market Valuation

Nvidia's financial results have consistently impressed analysts. The company reported 58% revenue growth in 2025, with projections of 33% growth in 2026 and 17% in 2027 (Cryptopolitan, September 17, 2025). Nvidia currently trades at 24 times expected earnings over the next three years, which is considered reasonable compared to other tech giants experiencing AI-driven rallies.

Market capitalization and daily trading volume remain robust, reflecting strong institutional and retail interest. As of September 2025, Nvidia's market cap is among the highest in the S&P 500, and its shares are frequently cited as a bellwether for the broader tech sector.

However, some analysts caution that the current valuation already prices in significant future growth. Unlike Oracle, which trades at 43 times estimated earnings based on projected cloud revenue growth, Nvidia's valuation is more closely tied to its actual, realized profits. This distinction provides a measure of stability but also means that any slowdown in AI adoption or supply chain disruptions could impact the stock's momentum.

Risks, Challenges, and Market Sentiment

Despite its strong fundamentals, Nvidia faces several risks that could affect whether its stock will keep going up. The company's dependence on TSMC for advanced chip manufacturing exposes it to geopolitical uncertainties, particularly given the concentration of semiconductor production in Taiwan.

Additionally, the recent Intel deal excluded Intel's foundry business, which has posted significant losses—$7 billion in 2023 and $13 billion in 2024 (Cryptopolitan, September 21, 2025). While the partnership may open doors for future collaboration, Nvidia has not committed to shifting any manufacturing to Intel, leaving its supply chain strategy unchanged for now.

Market sentiment remains generally positive, with most analysts maintaining buy or hold ratings on Nvidia. However, there is growing awareness of potential overvaluation in the tech sector, especially as other companies like Oracle and Tesla trade at even higher multiples based on long-term AI growth projections.

What to Watch: On-Chain Activity and Institutional Adoption

For those interested in the intersection of traditional finance and blockchain, Nvidia's hardware continues to play a pivotal role in supporting Web3 infrastructure. Increased on-chain activity, such as higher transaction volumes and wallet growth, often correlates with demand for Nvidia's GPUs in mining and decentralized computing applications.

Institutional adoption is another key driver. As more financial products—such as ETFs and regulated investment vehicles—incorporate AI and blockchain exposure, Nvidia stands to benefit from increased capital flows. Monitoring regulatory filings and partnership announcements can provide early signals of shifting market dynamics.

Common Misconceptions and Practical Tips

One common misconception is that Nvidia's stock will keep going up indefinitely due to AI hype alone. While AI remains a powerful growth engine, investors should also consider factors like supply chain resilience, competitive pressures, and macroeconomic trends.

For those new to the market, it's important to use reliable platforms for trading and asset management. Bitget offers a secure and user-friendly environment for exploring both traditional and digital assets, while Bitget Wallet provides a robust solution for managing Web3 holdings.

Further Exploration: Stay Informed and Make Data-Driven Decisions

As the question "will Nvidia stock keep going up" continues to attract attention, staying informed with up-to-date market data and industry analysis is crucial. Track Nvidia's financial reports, monitor on-chain activity, and follow regulatory developments to make well-grounded decisions.

For more insights on market trends, blockchain adoption, and secure trading solutions, explore the resources and tools available on Bitget. Whether you're a seasoned investor or just starting out, leveraging accurate information and trusted platforms can help you navigate the evolving landscape of tech and finance.