500 Billion Reasons to Buy Nvidia Stock Hand Over Fist

Group 1 - Nvidia has faced challenges to its AI dominance in 2025 as competitors like Broadcom and AMD form key partnerships, particularly with OpenAI [1] - During the GTC event on Oct. 28, Nvidia announced it has secured $500 billion in orders for its Blackwell and Rubin systems through 2026, leading to a significant increase in its stock price [2][8] - Nvidia's GPUs are essential for AI technology, capable of processing multiple calculations simultaneously, which is driving demand for large-scale computing power [4] Group 2 - In Q2 of fiscal 2026, Nvidia's data center division generated $41.1 billion out of a total of $46.7 billion, with expectations of around $54 billion in revenue for Q3 [6] - If data center revenue remains flat, it would yield $250 billion in sales, indicating that the $500 billion projection suggests potential for revenue to double, given the capacity to meet orders [7] - Data center revenue increased by 56% year over year in Q2, indicating strong growth momentum for Nvidia [7]