Nvidia Is About to Deliver a Huge Late Christmas Gift to Investors

Although Nvidia‘s (NASDAQ:NVDA) shares jumped 38% over the course of 2025, reflecting strong early-year momentum driven by artificial intelligence (AI) demand, the second half of the year was something of a disappointment: The stock largely traded sideways as questions about slowing growth, supply constraints, competitive pressures, and valuation grew. It was the equivalent to investors waking up Christmas morning and finding Nvidia had given them a lump of coal in their stocking.

However, as we prepare to turn the page into 2026, Nvidia may be about to deliver a belated gift to shareholders, one that promises a substantial stock price increase through expanded production and sales. It could be a real present for patient investors, one that brightens the prospects for the year ahead and beyond.

A New, Urgent Production Push

According to an exclusive Reuters report, Nvidia has approached its manufacturing partner, Taiwan Semiconductor Manufacturing (NYSE:TSM), to dramatically increase the output of the H200 AI chips in response to surging demand from Chinese technology companies. Sources say that these firms have placed orders exceeding 2 million H200 units for delivery in 2026, but with Nvidia’s current inventory standing at approximately 700,000 chips, it created a significant shortfall that prompted the outreach to Taiwan Semiconductor.

The H200 is based on Nvidia’s Hopper architecture and produced using Taiwan Semiconductor’s 4-nanometer process. As the…