NVIDIA's AI factory business is booming, with double the number of projects in progress

From Nasdaq: 2025-06-26 08:50:00

NVIDIA’s AI factory business is booming, with nearly 100 NVIDIA-powered AI factories in progress, double the number from a year ago. Governments and large enterprises worldwide are partnering with NVIDIA for sovereign AI infrastructure, giving competitors like AMD and Intel a tough challenge to catch up.

AMD and Intel are trying to make strides in AI infrastructure, but NVIDIA’s end-to-end solution with networking and software tools gives it a significant edge. While AMD’s Instinct MI300X chips gain traction, they lack a full-stack solution like NVIDIA. Intel’s Gaudi 3 AI chips offer cost-efficient options, but its AI ecosystem is still developing.

NVIDIA’s stock has risen 15.1% year to date, outperforming the sector, with a forward P/E ratio of 32.25. Analysts expect a substantial year-over-year increase in earnings for fiscal 2026 and 2027. NVIDIA’s complete system, strong performance, and developer support keep it ahead in the AI infrastructure market.

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Read more at Nasdaq: NVIDIA’s AI Factory Buildouts Double: Can Rivals Still Compete Now?