By Trefis Team
Publication Date: 2026-01-28 16:28:00
Historically, NVDA has undergone several significant rallies. The stock jumped over 50% within two months on 11 separate occasions, particularly in 2016 and 2024, and increased by more than 30% in similar timeframes 15 times, including pivotal years like 2017 and 2024. If historical patterns continue, forthcoming catalysts could again push NVIDIA shares substantially higher, providing considerable returns to investors.
Nvidia is losing more than 4% of its market value in Suqian, Jiangsu Province, China, on February 21, 2024. (Photo Illustration by Costfoto/NurPhoto via Getty Images)
NurPhoto via Getty Images
In particular, we identify the following catalysts:
- Sovereign AI Infrastructure Development
- Automotive Pro Viz and In-Car Compute Turning Point
- Blackwell Platform Margin Growth
Catalyst 1: Sovereign AI Infrastructure Development
- Details: Unlocking multi-billion dollar national contracts, Accelerating Data Center expansion beyond hyperscaler expectations
- Segment Impacted: Data Center
- Potential Timeline: Throughout 2026
- Evidence: CEO remarks on increasing demand from sovereign nations, Publicly disclosed AI initiatives in India, Japan, France, and Canada
Catalyst 2: Automotive Pro Viz and In-Car Compute Turning Point
- Details: Boosting revenue growth from high single digits to over 20%, Enhancing gross margins through a greater software mix
- Segment Impacted: Automotive and Professional Visualization
- Potential Timeline: Mid-2026
- Evidence: Transition from infotainment to centralized AI…
