By Manali Pradhan, CFA
Publication Date: 2025-11-25 15:43:00
This AI stock has a high chance of outpacing Nvidia’s stock in 2026.
Nvidia (NVDA 4.29%) continues to dominate the global artificial intelligence (AI) landscape for several good reasons. The company’s third-quarter fiscal 2026 (ending Oct. 26, 2025) performance was stellar, with revenues growing 62% year-over-year to $57 billion. The data center segment alone contributed $51.2 billion in revenues. The company’s earnings per share soared 67% year-over-year to $1.30.
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Nvidia’s Blackwell architecture systems are seeing strong adoption, with the newer GB300 systems accounting for nearly two-thirds of the total Blackwell revenues. Management has guided to $65 billion in revenues, plus or minus 2%, in the fourth quarter. The company further expects to earn $350 billion from orders for Blackwell and Rubin systems over the next 14 months, while an additional $150 billion in orders have already been shipped.
Nvidia estimates the annual AI infrastructure opportunity to be worth $3 trillion to $4 trillion by the end of 2030. The company expects to capture a significant share of this opportunity, with its full AI stack comprising cutting-edge GPUs, networking solutions, and a software ecosystem, and its commitment to an annual product cadence. With data center revenues growing over 60% year-over-year, networking revenues more than doubling, and GPU supply falling short of demand, Nvidia’s growth story remains strong.
However, another company is…
