Nvidia's stock has risen from around $23 per share in February 2023 to near $225, positioning the Santa Clara company as the world's most valuable public firm ahead of Wednesday's earnings.

When I started covering AI in 2022, I literally didn’t know how to pronounce @nvidia. Four years later, the company sits at the center of AI, geopolitics, infrastructure, and Wall Street — and yet many of the core dynamics behind its dominance look remarkably unchanged. Some reflections ahead of this week’s earnings. https://sharongoldman.substack.com/p/i-went-back-and-read-my-2023-nvidia