By Robert Izquierdo, The Motley Fool
Publication Date: 2026-01-03 14:21:00
The artificial intelligence industry has seen rapid growth, leading to speculation that the AI sector may be in a bubble.
Nvidia has been generating strong sales of its AI accelerators, and expects that to continue in its fiscal 2026 Q4 with estimated revenue of $65 billion.
According to Nvidia’s CEO, major platform shifts in technology are driving the AI sector’s growth.
The artificial intelligence (AI) sector has expanded rapidly since ChatGPT creator OpenAI unleashed its AI chatbot near the end of 2022. But after several years of phenomenal growth, some onlookers have grown concerned that the entire AI sector, and the stocks of the businesses dependent on the tech, could be in a bubble.
What might be in store for the AI industry in 2026? One way to gauge its outlook would be to examine semiconductor chip leader Nvidia (NASDAQ: NVDA).
Nvidia is predicting that in its current quarter — fiscal 2026 Q4 — its revenue will hit $65 billion. But what are the implications of that forecast for the AI space more broadly?
First, a bit of context. Nvidia demonstrated once again why it’s a leader in the AI sector when it released its fiscal Q3 results. For the period, which ended Oct. 26, it booked record revenues of $57 billion, a 62% year-over-year increase.
With that for context, its forecast for $65 billion in fiscal Q4 sales shows its revenue growth is accelerating: It’s guiding…
