By Adria Cimino
Publication Date: 2025-11-29 21:10:00
Nvidia’s customers recently offered investors a glimpse of what lies ahead.
Nvidia (NVDA 1.81%) has been a massive winner for investors over the long term, for example, climbing 1,200% over the past five years. But in 2025, performance of the artificial intelligence (AI) chip giant, though still positive as the stock is heading for a 34% gain, has experienced some ups and downs. News of President Donald Trump’s import tariffs, as well as export restrictions on chip sales to China, hurt the stock in the spring. And though it rebounded in the following months, in recent weeks, concern about the possibility of an AI bubble forming put new pressure on the stock.
Moving forward, though, Nvidia has what it takes to deliver significant growth in earnings and stock price gains, too. Let’s check out the real reason this AI stock could be a huge winner in 2026.
Image source: Getty Images.
Nvidia’s GPU dominance
First, though, let’s catch up on the full Nvidia story. The company designs the fastest graphics processing units (GPUs) on the market — these are the chips that power the training of AI and the actual application of the technology to real-world situations and problems. Nvidia entered the space early, well before AI became an investment theme, and this has helped it stay ahead of rivals — and the company’s ongoing innovation is part of this success story, too.
All of this has brought Nvidia explosive earnings growth, with annual revenue and profit climbing in the double-…
