NVDA dominates AI infrastructure with 80%+ market share in GPU computing. The AI revolution is accelerating - every major tech company (Microsoft, Google, Meta, OpenAI) is racing to build larger AI models, and NVDA GPUs are the only proven solution at scale. With new Blackwell architecture launching and strong demand from both cloud providers and enterprises, I expect revenue growth to remain robust through 2026. Current valuation reflects near-term uncertainty, but the long-term AI compute trend is undeniable.
Tesla EV growth
Testing updated price logic
AI infrastructure demand remains strong. Datacenter revenue will beat expectations.