Nvidia’s Vision: A Trillion-Dollar Infrastructure Era Dawns

While Nvidia’s shares have seen a subdued start to 2026, trailing the broader market’s performance, CEO Jensen Huang presented a radically different long-term outlook at this week’s World Economic Forum in Davos. He described what he believes will be the most significant infrastructure build-out in human history, a vision compelling retail investors to buy despite recent share price weakness.

The investment community is keenly focused on February 25, when Nvidia will release its results for the fourth fiscal quarter. Analysts at Citi express confidence, pointing to accelerating demand for computing power to fuel the next generation of AI models. Optimism is further bolstered by developments announced at CES 2026: production of Read more...