AI Is ‘Just Getting Started’ So Buy Nvidia Stock Now, According to These Analysts

Core Insights - The rise of artificial intelligence (AI) is transforming businesses and the global economy, with Wall Street believing that the AI boom is still in its early stages [1] Company Overview - Nvidia has evolved from being a participant in the AI sector to becoming a foundational player, particularly highlighted by its recent partnership with OpenAI [2] - Nvidia is recognized as a leader in accelerated computing and AI, known for its pioneering graphics processing unit (GPU) technology that has impacted gaming, data centers, and AI applications [5] Strategic Developments - On September 22, Nvidia announced a strategic partnership with OpenAI to deploy at least 10 gigawatts of Nvidia systems for OpenAI's next-generation AI infrastructure, with plans to invest up to $100 billion progressively as each gigawatt is deployed [3] - The first gigawatt of Nvidia systems is expected to be deployed in the second half of 2026 on the Nvidia Vera Rubin platform [3] Stock Performance - Nvidia's stock (NVDA) has shown strong performance, climbing by 36% over the past year and outperforming the S&P 500 Index, which returned 11% [6] - As of October 10, NVDA stock reached a 52-week high of $195.62, reflecting market confidence in Nvidia's growth narrative in AI [6]