NVIDIA Corp (NASDAQ:NVDA) is one of the 10 Stocks to Buy and Sell in 2025: Top Analyst Calls.
Nigam Arora from The Arora Report said in a recent program on Schwab Network that NVIDIA Corp (NASDAQ:NVDA) can hit $8 trillion market cap. Here is how Arora backed his thesis:
“When we were saying aggressive buy Nvidia, it was a $300 million company. Because at that time, people are saying, “Yeah, maybe AI, maybe not, maybe it’s a fad.” And, you know, we were convicted AI is real. And now everybody knows what happened, right? So the next big thing is robotics. Two kind of robots, right? One of the industrial robots that we already see like in Amazon warehouse and so on. They’re going to grow a lot, but we’re talking about humanoid robots, right? The kind that Elon Musk shows serving drinks and things like that. So it’s a future. We really cannot predict the future for sure, but we have to have some imagination, right? So there are some predictions, you know, if you look through some models that human-eye robots could be as big as a $3 trillion market. That’s a huge huge market. I mean it could be bigger than cars and you and I will be having our own robots, right. So the question is how do you benefit from it? Tesla is obviously one. But then who’s going to provide the brains, the chips, the software and all the infrastructure that is going to take to, you know, not only robots at the edge but also in the data centers to control all that and there’s nobody else like Nvidia.”
With its latest numbers and stock performance, Nvidia was able to prove the skeptics wrong. In its recently reported quarter, Nvidia’s data center computer revenue rose 76% year over year, driven by Blackwell GB200. The company is finding new catalysts for growth. Saudi Arabia’s Humain plans to buy more than 200,000 AI GPUs from Nvidia, potentially generating $15 billion in sales. The UAE reportedly has an agreement for up to 500,000 GPUs. Even without China’s involvement for now, Nvidia said nearly 100 AI factories are under construction. These factories have hyperscalers deploying 1,000 GB200 NVL72 racks weekly, each with 72,000 Blackwell GPUs.
Mar Vista Global Quality Strategy stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its second quarter 2025 investor letter:
“NVIDIA Corporation (NASDAQ:NVDA) shares rebounded from their calendar Q1 lows as investor concerns over DeepSeek’s efficiency gains and U.S. government restrictions on advanced AI semiconductors, such as NVIDIA’s H20 family of GPUs, proved overstated. Demand for NVIDIA’s next-generation Blackwell platform remains strong, fueled by the growing complexity of large language models and the emergence of reasoning-based applications. As CEO Jensen Huang noted, reasoning tasks can require up to 10 times the compute power of training a conventional large language model. With the AI market still in the early stages of a multi-year infrastructure build-out, NVIDIA is well-positioned to capture significant value as the industry standard for accelerated computing.”
While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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