Nvidia’s Continued Dominance in AI Computing
Nvidia (NASDAQ: NVDA) has seen its shares rise nearly 30% in 2025, bolstered by an unprecedented demand for its graphics processing units (GPUs), which surged to over $51.2 billion in data center product sales during Q3 FY 2026. Despite a recent pullback in stock price due to concerns over a potential AI bubble, Nvidia’s GPUs remain the preferred choice in an expanding AI market, with industry partners investing record amounts in data center capital expenditures expected to reach between $3 trillion and $4 trillion by 2030.
Nvidia CEO Jensen Huang noted the company is “sold out” of cloud GPUs, emphasizing its leading position in the AI arms race that began in 2023. Analysts predict revenue growth of 48% in the coming year, with moderate price targets suggesting the stock could reach approximately $221, making it an attractive investment for the next year.
