Group 1 - Nvidia experienced a volatile stock market performance in 2025, with shares declining in the first four months due to sales restrictions to Chinese customers and concerns over AI infrastructure spending [1][2] - Despite the poor start, Nvidia's stock rebounded significantly, rising 32% in 2025, leading investors to speculate on its ability to maintain momentum into 2026 [2] - Nvidia's dominance in the AI chip market, controlling approximately 80% of the AI accelerator market, positions the company for continued growth as spending on cloud infrastructure is expected to increase [4] Group 2 - Gartner estimates that spending on AI accelerators will rise from $140 billion last year to $267 billion in 2025, and further to nearly $330 billion in 2026 [5] - The revenue backlogs of major cloud computing companies, along with contracts from neocloud companies renting GPUs, indicate strong demand for AI workloads, benefiting Nvidia [6] - Nvidia sold $102 billion worth of AI compute chips in 2024, controlling around 73% of the market, and if it maintains a 70% market share, its data center compute revenue could reach $231 billion in 2026 [7]