By Keithen Drury
Publication Date: 2025-12-16 11:00:00
Nvidia has delivered incredible results over the past three years.
If you look at lists discussing the top artificial intelligence (AI) stocks for 2026, you’ll likely find a theme: Nvidia (NVDA +0.73%) is included, or it’s specifically talked about not being included. That’s because Nvidia has been one of the best-performing stocks over the past few years, and is the poster child of the AI buildout.
However, 2025 wasn’t as impressive for Nvidia as it was for other AI stocks, as it has risen around 35% so far this year. While that outperforms the broader market, the pace is slower than other stocks that have doubled this year.
So, is Nvidia a great stock to own for 2026? Or are its best days behind it?
Image source: Getty Images.
Nvidia is sold out of cloud GPUs
Nvidia makes graphics processing units (GPUs) and the technology that supports their use. Originally, these devices were intended to process gaming graphics, but they eventually found use cases in engineering simulation, drug discovery, and cryptocurrency mining.
Essentially, if there is a workload that requires a ton of computing power, GPUs are the device to get it done. When humanity’s biggest computing workload arrived on the scene, GPUs were deployed in massive quantities to train the best artificial intelligence model possible.
That race is still ongoing, and Nvidia’s GPU sales are off the charts. CEO Jensen Huang noted that the company was “sold out” of cloud GPUs, showcasing its impressive dominance in…
