Group 1 - Nvidia's stock has shown significant growth potential, with a 69% year-over-year revenue increase to $44 billion in Q1 FY 2026, despite challenges such as the U.S. government's ban on H20 chip sales in China [5] - The demand for Nvidia's GPUs has been driven by the AI arms race, with every AI hyperscaler utilizing Nvidia GPUs for training and running models, indicating sustained demand [4][6] - Nvidia is expanding its operations in Europe with multiple AI "factories" under construction, which could further enhance its growth prospects [6] Group 2 - Projections suggest that worldwide data center construction could rise from $400 billion in 2024 to $1 trillion by 2028, with Nvidia generating $115 billion from data center GPU sales in FY 2025, indicating substantial upside potential for the company [7] - Nvidia's stock is currently trading at a relatively low forward price-to-earnings (P/E) ratio, similar to patterns observed in 2024, suggesting potential for significant price appreciation as market recognition of growth increases [9][11] - The future outlook for Nvidia remains strong, driven by the increasing demand for computing capacity in an AI-first society, making it a compelling long-term investment opportunity [13]
History Says Now Is an Excellent Time to Buy Nvidia Stock