Should You Buy NVIDIA in 2026? Best AI Stock or Not?
NVIDIA sits at the center of the AI ecosystem. Its chips power data centers, cloud platforms, and advanced AI models used by some of the world’s biggest companies. Demand from large tech firms continues as they spend heavily on AI infrastructure.
The company believes that global AI infrastructure spending will increase from $1 trillion in 2026 to between $3 trillion and $4 trillion by 2030. Areas like generative AI, robotics, self-driving systems, and advanced data centers are all boosting demand for NVIDIA products.
NVIDIA has also expanded beyond chips into full platforms, combining hardware, software, and networking.
Rubin Platform: This is the big news for 2026. This new AI platform, in Elon Musk’s words, is built to be a ‘rocket engine’ for the next stage of AI. It is expected to improve the AI computing power exponentially.
Alpamayo & Cars: Nvidia is now a major player in self-driving cars through Alpamayo. It uses Vision Language Action (VLA) models. Think of it like a driver that doesn’t just see a ball in the street; it understands that a child might be running after it. This chain of thought reasoning is what sets their new platform apart from older self-driving tech.
By partnering with Uber, Nvidia is creating a bridge for carmakers like Lucid and Stellantis. They are building a world where a car can be manufactured with Nvidia tech and then seamlessly ‘plugged in’ to Uber’s global autonomous network.
CUDA-Q: Quantum computers are incredibly powerful, but they also make a lot of mistakes. NVIDIA’s CUDA-Q platform uses AI supercomputers to catch and correct those in real-time. It’s the hybrid bridge that makes quantum actually usable for sensitive industries like pharmaceutical and materials research.
CoreWeave and AI Factories: The chipmaking giant has invested $2 billion into CoreWeave, an AI cloud computing company. The investment is for building ‘AI Factories’, data centers that are purpose-built for liquid-cooled, high-density AI work rather than just hosting websites.
Nokia and Intel Partnerships: Nvidia has invested in Nokia. The company wants to dominate the 6G wireless sector by putting AI directly into the cell towers.
Meanwhile, its partnerships with Intel show that the company is willing to work with traditional rivals. This move is to make sure the physical manufacturing of its AI chips continues to be stable and at high volume.
All these collaborations point to a strong long-term growth outlook for the Jensen Huang-led company. This must be making you think that buying is the right option, but don’t jump to conclusions so fast. The answer is much trickier than this. See, you might already own NVIDIA stock. Wondering how? Scroll down!