So while all three companies are trying to increase their penetration of the data center market, we shouldn't assume Nvidia is the only major maker of picks and shovels for the AI gold rush. Instead, analysts expect all three chipmakers to grow rapidly for the foreseeable future.

Stock Market Today: The Dow Jones index rises Monday even as Trump threatens new tariffs on Canada. Tesla stock slides but CoreWeave jumps.

CEO Jensen Huang explains the "five-layer cake" of the AI buildout and how CoreWeave fits in. He also talks about China.

NVIDIA has faced setbacks in the past. Its stock has experienced declines of over 30% within a period of less than 2 months on up to 8 separate occasions in recent years

Nvidia is coming off a strong year in 2025.

As top funds scoop up shares, AI bellwether Google stock finds support for a new run and climbs back into buy range.

NVIDIA (NVDA)’s share price soared by 73%, driven by a potent combination of AI-generated demand in data centers and impressive Q3 earnings.

At a forward price-to-earnings (P/E) ratio of around 24 times based on analyst 2026 consensus, and a forward price/earnings-to-growth (PEG) ratio of 0.65 (with positive PEG ratios below 1 considered undervalued), Nvidia ( NVDA 0.64%) is one of the top growth stocks trading at a value price.