By Joey Frenette
Publication Date: 2026-02-18 13:54:00
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U.S. firms are spending over $650B on CapEx for AI infrastructure initiatives.
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Nvidia is expanding beyond AI chips into physical AI robotics platforms like GR00T and Jetson Thor.
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Nvidia received approval to sell chips into the Chinese market providing additional growth potential.
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Nvidia (NASDAQ:NVDA) is probably one of the most obvious trades in all of the AI scene these days. It’s the AI king with the world’s best GPUs. And with the green light to start selling some of its sought-after chips into the Chinese market, there’s room for sales growth to level up, so to speak.
While there’s limited expectation from China, I do think Chinese growth potential in the long term remains a massive wild card, especially as the AI infrastructure buildout looks to kick things up a few notches. Undoubtedly, U.S. firms are spending a fortune on infrastructure.
With more than $650 billion to spend on CapEx, with much of it aimed at AI initiatives, and plenty more to account for from other firms that haven’t yet committed to an annual budget, I do think that Nvidia and the competition look well-positioned to ride this AI wave higher through 2026.
What’s more, though, is that Nvidia is no longer just a play on AI hardware; it’s become quite the powerful software and platform play. With physical AI and robotics likely to…