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NVIDIA (NVDA): A Key Part of Harvard University AI Stock Picks

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. NVIDIA Corporation (NASDAQ:NVDA) ranks #7 (see Harvard University Stock Portfolio 2026: Top 5 Picks).

Harvard’s Stake: $129,717,150

Nvidia (NASDAQ:NVDA) has become a near-consensus AI stock pick among elite hedge funds and institutional investors — and for good reason. The company is the undisputed leader in the AI revolution, with its order backlog projecting roughly $1 trillion in revenue by 2027. But Nvidia is far more than a chip seller. It sells complete supercomputer racks, acquired Mellanox for $7 billion to optimize data transfer between chips, maintains the dominant CUDA software library that locks customers into its ecosystem due to the sheer complexity of switching, and runs an annual GPU refresh cycle that keeps competitors perpetually behind.

The Rubin architecture — the successor to Blackwell — is expected to further extend Nvidia’s (NASDAQ:NVDA) performance-per-watt lead and drive another wave of upgrade demand from hyperscalers and enterprises already deep in the CUDA ecosystem, potentially adding a significant new revenue uplift cycle.

Robotics represents another compelling long-term growth catalyst. Demand for GPUs from engineers training humanoid robots is accelerating, and Nvidia (NASDAQ:NVDA) has made its ambitions clear by unveiling its own humanoid robot built on the Nvidia Jetson Thor platform.

Perhaps the boldest strategic move recently, however, is Nvidia’s entry into the PC CPU market with its RTX Spark chips. The PC market has historically been a stable, high-volume segment dominated entirely by the Intel-AMD duopoly — but that duopoly is now under threat. RTX Spark would give Nvidia (NASDAQ:NVDA) control of the full hardware stack — CPU, GPU, and NPU — eliminating the need to share profits with Intel or AMD and maximizing margins. It also mirrors Apple’s successful transition away from x86 to ARM-based chips, which delivered superior performance and efficiency. Crucially, this move provides a powerful buffer against any potential slowdown in hyperscaler CapEx spending, diversifying Nvidia’s (NASDAQ:NVDA) revenue base into a market with very different and more predictable demand cycles.

Eagle Point Capital stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its Q1 2026 investor letter:

“NVIDIA Corporation (NASDAQ:NVDA) is beloved by investors because it dominates the cutting edge of their industries. But the technology in its field is changing rapidly. It is unclear if it will be… (Click Here to Read the Letter in Detail).”

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 the cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey on Google News.

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

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

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

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • 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:

A few years from now, you’ll wish you’d owned this stock.

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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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