2 Tech Stocks Poised for Exponential Growth Amid Digital Adoption Surge
Digital infrastructure and AI-driven services are experiencing unprecedented demand as global adoption accelerates. Nvidia (NVDA) emerges as a standout player, projecting $45 billion in Q2 FY2026 revenue despite geopolitical headwinds. The company's Blackwell GPUs position it to capture a seismic shift in computation spending—analysts forecast GPU and custom AI accelerator investments could hit $2 trillion by 2028.
Loop Capital's John Donovan notes this segment may leap from 15% to 60% of global infrastructure expenditure. Nvidia's 71.8% GAAP gross margins edge closer to its mid-70% target, signaling robust operational leverage. The semiconductor giant exemplifies how technological moats translate to pricing power in the AI Gold rush.