By Ryan Vanzo
Publication Date: 2026-03-07 17:00:00
Key Points
Nvidia (NASDAQ: NVDA) is largely viewed by investors as a graphics processing unit (GPU) stock. That is, the company primarily manufactures, markets, and sells GPUs: specialized electronic circuits that make everything from modern gaming to image rendering possible.
And while GPUs are critical components for a wide variety of industries, only one industry really matters for Nvidia and its investors right now: artificial intelligence (AI). Of course, Nvidia has been perhaps the most popular AI stock globally over the last few years. But as the number discussed below proves, this is no longer just a growth opportunity for the company. Nvidia’s future will nearly completely rely on what happens to its AI infrastructure business.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue ยป
Image source: Nvidia.
AI is now the only thing that matters for Nvidia investors
Right now, the world is experiencing an unprecedented growth in data center construction. Data centers, at least for now, use a lot of energy. That’s why we’re also seeing sizable interest in new energy technologies like small modular nuclear reactors. But what data centers need just as much as energy are GPUs. Nvidia’s GPUs are largely considered the best on the market. That’s why data center and cloud infrastructure…
