What NVIDIA Brings to a Portfolio
NVIDIA’ is the dominant supplier of GPUs – specialised chips that power data centres training and run today’s AI models, like ChatGPT and Gemini. For the quarter ended 26 April 2026 (1QFY2027), revenue was US$81.6 billion, up 85.2% from a year earlier (1QFY2026: US$44.1 billion). Net profit grew even faster, jumping more than 200% year-on-year (YoY) from US$18.8 billion to US$58.3 billion. Gross margin was around 74.9% (+14.4 points YoY), meaning for every US$1 of chips sold, roughly US$0.75 is left after production costs. That’s an extraordinarily high margin for a hardware company....Investing often gets framed as a choice.
You’re either chasing the next big AI winner, or you’re the “boring” one collecting dividends.
But the smartest portfolios don’t pick a side – they hold both.
This article explores why owning both NVIDIA Corporation (NASDAQ: NVDA) and DBS Group Holdings Ltd (SGX: D05) could give young investors exposure to two powerful but different wealth-building engines.
