Still Think You Missed the Nvidia (NVDA) Boat? This 1 Explosive Catalyst Says Think Again

Nvidia's AI dominance isn't slowing down—it's accelerating.

The chipmaker continues to defy gravity as data centers scramble for next-gen hardware. Demand outstrips supply. Orders backlog into next quarter. Competitors play catch-up while Nvidia sets the pace.

Wall Street analysts keep raising price targets. Institutional money floods in. Retail FOMO hasn't even peaked yet.

Remember: the market always underestimates exponential growth. Nvidia's roadmap stretches years ahead—this isn't a sprint, it's a marathon with rocket boosters.

Sure, traditional finance types will warn about valuation. They said the same about Amazon at $100. Sometimes the 'bubble' is just the beginning.

Image source: Getty Images.

Hyperscalers are spending

There are several ways to envision Nvidia's opportunity, and one of them is to analyze how its largest clients are spending money on its products.

Nvidia works with the largest cloud operators in the world, the hyperscalers like,, and. These companies are building out their large language models (LLM) and offering top artificial intelligence (AI) solutions to their millions of customers, who in turn are using these platforms to create the next generation of generative AI apps.

This is the AI revolution that's changing how people do business, shop, pay, and more, and these hyperscalers need Nvidia's powerful chips to drive their AI models.

Just take a look at how much these three companies are spending this year on capital expenditures, and you can see how Nvidia's business is going to be a crucial part of this process for the foreseeable future. Amazon is spending at a run rate of $120 billion, Microsoft at $100 billion, and Meta at about $65 billion. These are accelerations from last year, and as companies require more power, those numbers are likely to keep going up. Nvidia doesn't collect every dollar of these sales, but it dominates this market.

I wouldn't bet on Nvidia offering the same kind of growth it has in the past over the next five years, but it's still likely to beat the market and offer value for shareholders.