Will Nvidia shares continue surging in 2026 and beyond?

While Rolls-Royce has dominated the UK market in recent years, Nvidia’s (NASDAQ:NVDA) been stealing the show across the pond.

The semiconductor chip designer has found itself at the heart of the artificial intelligence (AI) infrastructure spending boom, supplying the critical hardware that tech giants need to train their AI models and systems. Consequently, the group’s profits have skyrocketed.

In its latest quarter alone, the company delivered yet another record revenue of $57bn, up 62% compared to a year ago. And at a staggering 63.2% margin, operating profits came in at $36bn – a 27% jump, highlighting the firm’s ongoing and immense pricing power.

Given that this winning streak has only accelerated since 2023, it’s no surprise the stock’s up more than 1,200% over the last three years – enough to turn £10,000 into roughly £130,000! But will Nvidia shares climb even higher in the next 12 months?

Here’s what the experts are saying

While scepticism about the effectiveness of AI’s on the rise, infrastructure spending plans remain substantial for 2026. The latest estimates show that AI-related capital expenditures among hyperscaler data centres could reach as high as $527bn. For reference, this figure stood at $394bn in 2025.

For Nvidia, that signals the gravy train’s set to continue. And with its new Blackwell and Vera Rubin chips being launched this year, along with a 95% global GPU market share, the business seems…