Nvidia (NVDA) to Hit $260B in AI Revenue: What it Means for the Stock

There is nary denying that the artificial quality (AI) marketplace is inactive dominating Wall Street. The emerging exertion has continued to thrust accrued request and concern arsenic consumers hole for the adjacent question of advancements and products. That could payment Nvidia (NVDA), as experts task it could spot $260 cardinal successful AI gross successful a maturation trajectory that could propel the stock.

Although AI has been a cardinal operator of investment, determination is nary bigger AI banal than Nvidia. Throughout past year, the institution had accrued by arsenic overmuch arsenic 170%. Moreover, that show had galore saying the AI chipmaker could beryllium the archetypal institution to scope a $4 trillion marketplace cap.

Source: CNBC

Also Read: Nvidia (NVDA) ‘Well Positioned’ arsenic Earnings Near, Citi Says

Nvidia Targets $260 Billion successful AI Revenue arsenic Stock Could Skyrocket

In 2024, Nvidia dominated the banal market. It had go the astir fashionable concern enactment successful the astir fashionable sector. Yet, it has frankincense acold failed to unrecorded up to the hype it had erstwhile it entered 2025. With the accomplishment of DeepSeek AI and ChatGPT developer OpenAI announcing it volition make its ain chips, contention has galore acrophobic that the market share could beryllium much evenly dispersed successful the coming years.

There are galore experts who judge the contrary, though. Specifically, galore experts are lasting steadfast that the banal volition instrumentality to its winning ways, arsenic its marketplace pb whitethorn beryllium excessively overmuch to ignore. Indeed, analysts task Nvidia (NVDA) to deed $260 cardinal successful AI revenue, arsenic the banal could beryllium the beneficiary.

Source: sharewise.com

Also Read: US Stocks: Who’s Winning—or Losing—2025 So Far?

Mizuho analyst Vijay Rakesh released a caller investigation connected Nvidia, discussing the Blackwell shipments. Specifically, helium projected that Q2 gross volition scope $36.7 cardinal with the chip’s getting a lackluster ramp. However, helium maintains a semipermanent outlook that is immensely positive. He notes that the full addressable marketplace (TAM) for AI accelerates volition surpass $350 billion.

Additionally, helium projected Nvidia to seizure a monolithic 74% of that full marketplace share. That isn’t all, arsenic helium notes that successful little than 2 years, the chipmaker volition scope $259 cardinal successful AI revenue. In comparison, AMD stocks—one of its biggest competitors—are projected to seizure conscionable 4% of that market.

This reinforces wherefore the semipermanent prospects of an Nvidia concern are truthful strong. According to CNN data, the institution sports a median terms people of $175, up 29 from its existent position. However, it has a high-end projection of $220 for this year, up 62% from wherever it stands now. It should lone statesman to situation these figures implicit the adjacent respective years.