By Howard Smith, The Motley Fool
Publication Date: 2026-08-17 03:20:00
Nvidia (NASDAQ: NVDA) has been gaining momentum recently. Shares have surged more than 12% since the start of August. The move has brought Nvidia’s market cap back to $5.5 trillion, just 4% below its all-time high.
Investors are piling back into Nvidia stock as they begin to believe what CEO Jensen Huang has been saying. Some may have thought his predictions about artificial intelligence (AI) infrastructure spending were exaggerated, but now Huang is steering it toward reality.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
From $500 billion to $1 trillion
At Nvidia’s GTC conference in March, Huang said he sees at least $1 trillion in revenue from Nvidia’s next-generation AI chip platform and systems through 2027. That’s twice the demand he saw last year, thanks to what he called the arrival of the inference inflection. Nvidia’s core advanced Blackwell and Vera Rubin chip architectures satisfy that demand.
Even his previous $500 billion revenue prediction was hard to wrap one’s thoughts around. To predict sales of at least $1 trillion through next year seems incomprehensible. But Jensen Huang is proving to be uniquely capable of laying…
