Technology companies of all colors have bet their future on artificial intelligence. The shock waves felt by almost everyone after the release of Chatgpt Openai was the catalyst for the current AI land, and subsequent statements of its model, as well as other advanced models released by competitors, firing an outside king – Hill Battle among technology giants.
Among the best competitors is a semi -conductor company Nvid(NASDAQ: NVDA). Once a blurred name among more well -known technology companies, Nvidia has bolted to top buying lists and jockeys of many investors for the most valuable company title with Apple.
There is a risk of choosing Nvidia as a top Ai Stock For the next decade just because he has been a big winner over the past few years. But there are also Risk in ignoring the company's clear benefits in the AI market and settling for smaller AI stocks.
This is why I think Nvidia could go the distance over the next 10 years.
Image source: Getty images.
Nvidia designs some of the world's most advanced processors. Does not produce them (look at Taiwan's semi -conductor if Make chips ai is your thing) but instead uses the semi -conductors of myths, designing chips that have become an integral part of the technology industry.
Nvidia processors account for an estimated 70% to 95% of AI chips, giving the company a huge guidance among competitors such as Advanced Micro Devices. To stay a few steps ahead of its competitors, Nvidia continues to release new AI chips that technology companies are casting its doors down to get their hands on them.
For example, its Blackwell processor is the next iteration of its AI processor, and CFO Nvidia, Colette Kress, said on a recent earnings call that the company is increasing production to keep up.
“Blackwell's demand is staggering, and we race to scale the supply to meet the incredible demand that customers place on us,” Kress said. With its leader already well established and the company continues its history of releasing advanced AI processors that outweigh competitors and satisfy customers, it is likely that many more years ahead of us for Nvidia Growth.
Having a chip in demand is currently one thing, but paralyzing that opportunity for a year -long opportunity is quite another. That's why the huge data center market is such an important factor for Nvidia.
Nvidia CEO Jensen Huang estimates that data center expenditure will accelerate over the next few years as companies aim to dominate AI in cloud computing and the development of AI models. Huang said a few months ago that technology companies could spend up to $ 2 drill Over the next five years as they try to race before each other.
That's a huge number to get your head around, but the largest technology companies already show their hand with AI data center expenditure. Consider that Openai, Oracleand Softban Stargate recently launched, a data center infrastructure plan that includes spending up to $ 500 billion over the next few years.
And other competing technology leaders are to be king of the Ai doing the same. Microsoft Just said on his latest earnings call he would spend $ 80 billion this year only on data center infrastructure, and Meta CEO Mark Zuckerberg said his company closes $ 65 billion this year. AlphabetAnother key AI player, who will spend $ 75 billion this year on AI data centers.
Drop -in will highlight that new AI less businesses will spend much less and still develop advanced AI models without the need for Nvidia's most advanced processors. Deepseek shed light on this recently when Chatbot released a striking AI despite the company's limited resources.
But the long and short is that the world's largest technology companies cannot afford not to invest in the best data centers with the most advanced processors. There is too much at stake for them in the market AI $ 15.7 trillion (by 2030) for them to boost their AI efforts. That bodes well for Nvidia and its AI processors in the coming years.
Nvidia is not the cheapest AI stock, with onwards price-to-ears from 30.6. However, the company has proven that it is a unique leader in the AI processor segment and is ready to benefit as technology companies twelve for AI dominance.
There is no way to guarantee the success of Nvidia over the next 10 years, but given its current market position, its ability to continue to attract customers, and the all-out Sprint Technology companies make to outweigh each other in Data center decision, Nvidia looks like one of the best AI stocks around.
Before you buy stock in Nvidia, consider this:
The Motley Fool's Stock Advisor The analyst's team noted what they believe is 10 best stock For investors to buy now … and nvidia was none of them. The 10 stocks that made the cut could produce monster gains in the coming years.
Consider when Nvid He made this list on April 15, 2005 … if you invested $ 1,000 at the time of our recommendation, you would have $ 854,317!*
Now, it's worth notingStock AdvisorTotal average earnings is952%-better than performance compared to178%For the S&P 500. Don't miss the latest top 10 list.
Randi Zuckerberg, former Market Development Director and spokesman for Facebook CEO and Meta Platforms, Mark Zuckerberg, is a member of the Board of Directors of the Motley Fool. Suzanne Frey, an alphabet executive, is a member of the Board of Directors of the Motley Fool. Chris Neiger He has posts in Apple. The Motley Fool has jobs in and recommends advanced micro devices, the alphabet, Apple, Meta, Microsoft, Nvidia, Oracle, and Taiwan semi -conductors manufacturing. The Motley Fool recommends the following options: Long January 2026 $ 395 Calls on Microsoft and Short January 2026 $ 405 Calls on Microsoft. The fool has motley and Disclosure Policy.
