By Neil Patel, The Motley Fool
Publication Date: 2026-10-13 22:26:00
When investors talk about artificial intelligence (AI), Nvidia (NASDAQ: NVDA) might be the first business that comes to mind. There’s a good reason for that. In the past five years, its shares have climbed 1,000%. Because the company is a critical provider of AI hardware, it will continue to capture the market’s attention.
But where could this AI stock be in five years?
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 »
Incredible demand is driving the financials
The AI infrastructure build-out is in full swing and Nvidia has benefited more than any other company as the major hyperscalers are in a race to build more data centers. Nvidia Chief Financial Officer Colette Kress has estimated that combined capital expenditures will total “nearly $800 billion in 2026.” The upward trajectory is unmistakable.
The largest cost component of these facilities is the graphics processing units that Nvidia specializes in, with Vera Rubin being the latest platform. Nvidia has over 80% share of the market for data center chips. It has, unsurprisingly, registered eye-popping demand in recent years that has driven its financials to new heights.
Nvidia reported $96.2 billion…
