Nvidia’s $1 Trillion AI Gold Rush: Why Analysts See 50% More Upside for NVDA

Nvidia’s silicon empire keeps expanding—Wall Street now eyes a $1 trillion total addressable market as AI demand obliterates supply. The stock’s already ripped 240% in 18 months, but bulls argue the party’s just starting.

Here’s the kicker: Even after that monstrous run, analysts at Bernstein and Goldman see another 50% upside. Their thesis? Every tech giant—from Meta to Tencent—is locked in an AI arms race, and Nvidia holds the ammunition.

Meanwhile, legacy automakers and crypto miners (remember those?) are scrambling to rebrand as ’AI plays’—because nothing juices a stagnant P/E ratio like slapping ’neural networks’ in your earnings call. Nvidia? They’re just quietly printing $14 billion quarterly revenue checks while competitors play catch-up.

The cynical take: When even your dentist starts asking about CUDA cores, it’s probably time to check your exposure. But with AI workloads doubling every 3 months, this rocket might still have fuel.

Nvidia Debuts Potential Game Changer as Stock Nears Turning Point

Despite back-to-back fantastic days, the US stock market was flat on Friday. Indeed, the Dow dropped around 200 points as both the S&P 500 and Nasdaq had jumped less than 1%. However, that shouldn’t undermine a week that will be one of the most important of the year.

With earnings reports abounding, a host of mega-cap stocks performed well. Perhaps the hottest tech stock of the last two years, Nvidia (NVDA), was among them, with the company entering a $1 trillion opportunity and 50% upside on the horizon.

Specifically, Nvidia recently debuted its new software platform, NeMo. The arrival is an interesting one, as its presence could be a monumental game-changer for the company and the AI industry. The microservice is set to increase the company’s presence in autonomous AI agents. Moreover, these should eventually replace enterprise software in the NEAR future.

Autonomous AI agency is a $1 trillion market opportunity. With the demand for AI assistance growing by the day, Nvidia’s brand awareness could help it capitalize on that. Moreover, it could help offset any pain they would feel from the ongoing tariff turmoil and brewing US-China trade war.

Currently, the stock has a median price target of $160, up 46% from its current position. Additionally, after returning to the $109 level, it has 116% upside, with a high-end projection sitting at $235, according to CNN. Alternatively, it faces just 8% downside risk with a $100 bear-case outlook.