A Once-in-a-Decade Investment Opportunity: The Best Artificial Intelligence (AI) Stock to Buy in 2026

• Nvidia is the ascendant subordinate successful chips designed for generative AI.

• Nvidia has galore opportunities beyond GPUs and information centers.

• Nvidia is trading astatine immoderate of its cheapest levels during the AI revolution.

• 10 stocks we similar amended than Nvidia ›

For the past 3 years, the banal market's biggest tailwinds person stemmed from virtually thing that touches artificial quality (AI). Within the AI landscape, semiconductor elephantine Nvidia (NASDAQ: NVDA) has emerged arsenic the astir influential business.

While Nvidia's astir 1,000% banal gains passim the AI gyration mightiness suggest you've missed the boat, astute investors recognize that the spot behemoth's communicative is truly conscionable getting started.

Let's interruption down what makes Nvidia specified a unsocial accidental and measure wherefore present is arsenic bully a clip arsenic ever to scoop up immoderate shares.

The illustration beneath illustrates quarterly trends successful superior expenditures (capex) among AI hyperscalers.

Indeed, large tech has spent the past 3 years procuring arsenic galore graphics processing units (GPUs) arsenic imaginable to outfit next-generation information centers. But the subtle taxable from the fiscal illustration supra is that this spending enactment isn't slowing. In fact, it's accelerating among the large players.

While Amazon Web Services (AWS), Google Cloud Platform (GCP), and Microsoft Azure are designing their ain customized hardware, these unreality infrastructure giants inactive spouse heavy with Nvidia.

For example, OpenAI precocious signed a $38 cardinal declaration with AWS to rent clusters of Nvidia's GB200 and GB300 GPUs. Per the agreement, OpenAI is targeting each capableness to beryllium deployed "before the extremity of 2026" with the imaginable to ramp further.

In a akin fashion, Anthropic agreed to bargain $30 cardinal of compute capableness from Azure successful a woody featuring Nvidia's Grace Blackwell and upcoming Vera Rubin spot architecture.

Here's the large picture: Nvidia is becoming a cardinal furniture of the wide AI infrastructure foundation. While AWS and Azure whitethorn fetch much attraction from their respective agreements with OpenAI and Anthropic, Nvidia is truly the hidden victor here.

As these build-outs travel online passim 2026 and beyond, Nvidia is good positioned to acquisition continued, robust gross and nett acceleration this twelvemonth and passim the remainder of the decade.

I expect Nvidia's information halfway conception to proceed to beryllium the astir meaningful operator of maturation this year.

However, astute investors volition beryllium listening intimately to what CEO Jensen Huang has to accidental astir caller gross streams successful 2026 and however these businesses could reshape Nvidia's aboriginal roadmap.