Nvidia is now shipping its new H200 GPU, which can perform AI inference at almost twice the speed of the H100, while consuming half the amount of electricity. But the company recently unveiled an entirely new GPU architecture called Blackwell, which promises an even greater leap in performance.

The high-flying AI chip superstar seemed to run out of gas in the fiscal 2025 second-quarter earnings report it released on Aug. 28. While the company beat estimates on the top and bottom lines, the differences were narrower than investors were used to, and guidance was also less impressive than some had hoped.

Nvidia's partners are showing that the AI titan has "strong runway" for at least the next year, one analyst says.