NVIDIA 2025: Powering The Age Of Intelligence
Posted October 15, 2025
Two years ago, Macro Watch launched The Magnificent Seven series to explore the Artificial Intelligence Revolution led by America’s seven technology giants. That series began with the words: “The Artificial Intelligence Revolution has begun.”
Those words have proved far truer than anyone could have imagined.
In just two years, AI has advanced at a breathtaking pace — faster than electricity, automobiles, or even the internet in their early days. It is no longer a promise for the future; it is reshaping industries, driving investment, and transforming the global economy right now.
This new Macro Watch presentation, “NVIDIA 2025: Powering The Age of Intelligence,” marks the beginning of a new series that will track the astonishing progress being made in artificial intelligence and analyze how it is transforming the U.S. economy.
At the center of this revolution stands NVIDIA, the company building the infrastructure of intelligence itself. Its chips and software power the world’s AI factories — from data centers and cloud networks to robots and autonomous systems. Just as steam engines once powered the Industrial Revolution, NVIDIA’s GPUs now power the Intelligence Revolution.
The video examines:
- NVIDIA’s extraordinary financial expansion, with revenues up more than 1,000% since 2019.
- The company’s evolving strategy as it moves from chipmaker to AI infrastructure provider.
- The explosive growth of its global partnerships with OpenAI, cloud giants, and governments.
- Highlights from Jensen Huang’s GTC 2024 and 2025 keynotes — and the vision they reveal for the future of AI.
- Why NVIDIA’s dominance has made it the financial foundation of the AI boom.
This presentation also issues a word of caution: while AI’s promise is enormous, the surge in tech valuations may already be forming a stock market bubble with parallels to the dot-com era. The focus of this series, however, is not stock tips — it is the macroeconomic impact these companies are creating at the micro level of innovation.
This video is 38 minutes long and offers 100 slides that can be downloaded.
Subscribers to Macro Watch can click here to watch this video now.
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