The Most Vulnerable AI Stock if the Bubble Pops | The Motley Fool

There are growing concerns about a potential bubble in the AI sector of the stock market. Several companies could fall victim to an AI bubble bursting, but few are as vulnerable as Nvidia (NVDA 0.56%) if AI spending were to cease.

This would be bad news for the stock market overall, as Nvidia is the largest company in the world by market cap. But is there really an AI bubble forming that investors need to be concerned about?

Nvidia gets most of its business from AI

Nvidia makes graphics processing units (GPUs), which are accelerated computing units that excel in calculating arduous workloads. Originally, they were used for processing gaming graphics. Eventually, alternative use cases were found for them, such as engineering simulations, drug discovery, and mining cryptocurrency. Those are still legitimate use cases for GPUs, but the biggest demand by far is for AI.

Nvidia splits its business into five parts: data center, gaming, professional visualization, automotive and robotics, and OEM. In Q3 FY 2026 (ending October 2025), Nvidia generated $57 billion in revenue. Of that, $51.2 billion came from data centers. This means that 90% of Nvidia’s revenue came from the sector that would be most heavily affected by an artificial intelligence bubble.

Today’s Change

(-0.56%) $-1.03

Current Price

$182.35

Key Data Points

Market Cap

$4433B

Day’s Range

$180.92 – $184.65

52wk…