That's a rapid rise in just a few months, but after looking at the numbers, I think it's entirely possible and reasonable that Nvidia achieves this lofty stock price before 2027 arrives. That would also make it an incredible buy now. With Nvidia's earnings announcement coming up on Aug. 26, now is the time for investors to strike.
This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia.
Continue » Nvidia makes GPUs and various hardware that support these computing units. The company's GPUs are widely considered the industry standard computing unit, and nearly every device that launches is compared to Nvidia's existing products. However, Nvidia could change the game later this year when its Vera Rubin architecture is launched.
This should cement Nvidia's place at the top and drive sales due to higher prices for the latest and greatest technology. While Nvidia has done everything it can to ensure its products are at the top, what really matters is how much its clients are willing to spend. If AI hyperscalers suddenly decide not to spend hundreds of billions of dollars on capital expenditures, Nvidia's business is in jeopardy.
However, that's not how things are trending. Throughout 2026, the AI hyperscalers have continuously raised spending targets, and I expect that to continue through 2027. While some investors may argue that these firms are already spending all their cash flows, they're forgetting that the AI hyperscalers are building money-generating assets.
These firms primarily make their money from cloud computing. If you've checked on any results from the cloud computing providers, it's clear that their revenue and profits are exploding higher. This will unlock new cash to spend next year, which is why Nvidia has informed investors that it expects $1 trillion or more in data center capital expenditures from hyperscalers next year, up from $650 billion in 2026.
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