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NVIDIA Corporation (NVDA) Reorganizes Cloud Division

NVIDIA Corporation (NASDAQ:NVDA) is among the Growth Stock Portfolio: 12 Stock Picks By Ken Fisher

Thefly reported on December 23, 2025, that NVIDIA Corporation (NASDAQ:NVDA) revamped its cloud operations this week, withdrawing from direct competition with big cloud providers. It was claimed by Anissa Gardizy and Wayne Ma of The Information, citing sources and an internal document. More than two years ago, CEO Jensen Huang presented a plan to develop a cloud computing business that might compete with Amazon Web Services. The head of the cloud unit and a number of related executives were reassigned as part of the restructure, and others departed from the company. The firm’s DGX Cloud team will now focus on meeting internal infrastructure and engineering requirements.

On December 19, 2025, TheFly reported that Truist boosted its price objective for NVIDIA Corporation (NASDAQ:NVDA) to $275 from $255 while keeping a Buy rating. Following the establishment of forecasts for 2027, the company upgraded its semiconductor and AI group targets.

Truist mentioned continued AI capital expenditure upside that would last until 2026, and he believes AI infrastructure semiconductor equities are undervalued in relation to their growth. The firm also pointed out issues with funding and power availability for AI infrastructure, but projections for AI-focused semiconductor companies continue to rise in comparison to their diverse analog peers.

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.

READ NEXT: 10 High-Growth EV Stocks to Invest In and 13 Best Car Stocks to Buy in 2025.

Disclosure. None

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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