By Omor Ibne Ehsan
Publication Date: 2026-05-26 13:06:00
Quick Read
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Nvidia (NVDA) is no longer overpriced against fundamentals with earnings catching up to valuations, and CEO Jensen Huang projects the company captures $35 billion in revenue for every $50 billion the industry spends on AI infrastructure, positioning Nvidia to potentially reach $750B+ in annual revenue by 2027-2028.
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Global AI compute is growing at 2.25x per year through 2030 as companies worldwide adopt and expand AI usage, with hyperscalers planning $725B in capex this year ($545B specifically for AI), creating a massive revenue opportunity that analyst estimates expect to drive 81.2% revenue growth to $391.3B for Nvidia in FY 2027.
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AI earnings have caught up and then some, with stocks like Nvidia (NASDAQ:NVDA) no longer being overpriced against fundamentals. If anything, these stocks might even be underpriced. And if you listen to AI hardware CEOs, you might change your mind about these stocks.
Many of them are reinforcing their income statements and have more demand than they can deal with. Thus, you’re seeing both profits and…