Nvidia (NASDAQ: NVDA) has seen tremendous long-term success from the AI trend, with its stock up over 1,100% since 2023 and 30% in 2025. While recent fears of an AI bubble and competition exist, Nvidia remains a strong player. Investors may find value in the current stock price as of 2026.

Nvidia’s GPUs have dominated the AI computing stack since 2023, but Meta Platforms may be considering a switch to TPUs from Alphabet. However, Nvidia’s CEO mentioned high demand for cloud GPUs, leading to Meta’s potential TPU deal. Diversification in the AI chip industry could keep Nvidia on its toes.

While concerns of an AI bubble persist, major players like Alphabet and Meta Platforms are investing heavily in AI infrastructure. Nvidia’s share of the AI accelerator market may decrease, but with projected industry growth, it remains a solid investment opportunity. Investors could benefit from Nvidia’s recent stock pullback.

Estimates show Nvidia’s market share in the AI accelerator market peaked at around 90%. Despite potential competition, Nvidia anticipates significant growth in global data center expenditures by 2030. With a forecasted compound annual growth rate of 42%, even a 30% growth rate could lead to success for Nvidia.

Investing in Nvidia may still be profitable as AI hyperscalers continue to expand their AI infrastructure. As the AI industry evolves, Nvidia’s slight market share loss may not hinder its growth potential. Investors should consider taking advantage of Nvidia’s recent stock price dip for potential gains in the future.

Read more at Yahoo Finance: Why This AI Winner Might Be Just Getting Started