By Trevor Jennewine
Publication Date: 2026-02-14 09:12:00
Hyperscalers are likely to spend much more on AI infrastructure in 2026 than Wall Street initially estimated.
Nvidia (NVDA 2.21%) has been a cornerstone of the artificial intelligence (AI) trade since OpenAI introduced ChatGPT in late 2022. Shares have advanced 1,180% since early 2023, and most Wall Street analysts still think the stock is undervalued. The median target price of $250 per share implies 33% upside from the current share price of $187.
On that note, investors just got some good news from Alphabet, Amazon, Meta Platforms, and Microsoft that hints at strong financial results from Nvidia in the year ahead. Here are the important details.
Image source: Nvidia.
Nvidia is more than a chipmaker
Nvidia graphics processing units (GPUs) accelerate complex data center tasks like artificial intelligence training and inference. The company holds more than 80% market share in AI accelerators, and many analysts think Nvidia will maintain its dominant position due to its full-stack…
