By Anthony Di Pizio
Publication Date: 2025-12-07 15:15:00
Nvidia is gearing up to launch a new range of artificial intelligence chips next year.
Nvidia‘s (NVDA 0.53%) graphics processing units (GPUs) for data centers are the gold standard for developing artificial intelligence (AI) models. Demand continues to exceed supply for these chips, as the world’s largest tech giants battle for supremacy in the emerging AI industry.
By 2030, Nvidia CEO Jensen Huang estimates data center operators will be spending up to $4 trillion annually on infrastructure to meet demand from AI developers, and a sizable chunk of that money will go toward GPUs.
Nvidia stock has soared more than tenfold since the beginning of 2023, which is when the AI boom started gathering momentum, but it’s still trading at a very attractive valuation. The stock is priced at $181 as I write this, but here’s why I predict it will breeze past $300 in 2026.
Image source: Nvidia.
Nvidia will launch its most powerful GPUs ever in 2026
GPUs are designed for parallel processing, meaning they can handle multiple tasks simultaneously which makes them ideal for data-intensive AI workloads. Nvidia’s GPU architectures (the latest of which is called Blackwell Ultra) are optimized specifically for AI, and it currently leads the industry in terms of performance.
Blackwell Ultra-based GB300 GPUs produce up to 50 times more processing power in certain configurations compared to Nvidia’s original Hopper-based H100 chips from 2022, which highlights how far the company has come in just…
