By Harsh Chauhan
Publication Date: 2025-12-06 20:20:00
Nvidia is seeing robust growth in this fast-growing market.
Nvidia‘s (NVDA 0.56%) data center business has been the company’s primary growth driver in the past three years, catapulting it to a market cap of $4.46 trillion as of this writing. This is not surprising, as Nvidia’s data center revenue has simply taken off thanks to the booming demand for its graphics processing units (GPUs) that train AI models and help run inference applications.
This explains why Nvidia’s data center revenue has shot up from $15 billion in fiscal 2023 (which ended in January 2023) to an estimated $192 billion in the ongoing fiscal year 2026 (which will end next month). Investors can expect Nvidia’s data center revenue to grow by a big margin in the coming years, thanks to AI infrastructure investments.
However, there’s another potential catalyst that investors may be missing. This particular growth driver could add an impressive $350 billion to Nvidia’s market cap in the long run. In fact, this business was the company’s bread and butter for a long time before being overshadowed by the data center segment.
Let’s take a closer look at this opportunity and check why it has the potential to give Nvidia stock a solid boost.
Image source: Nvidia.
Nvidia is quietly clocking impressive growth in this market
Gaming was Nvidia’s biggest source of revenue just four years ago. However, it accounted for just 7.5% of the company’s top line in the third quarter of fiscal 2026 (which ended on Oct. 26)….
