NVIDIA (NVDA) – Among the 12 Most Profitable American Stocks to Buy in 2026 - Yahoo Finance Australia

NVIDIA (NVDA), as a leading AI chipmaker, has been included among the 12 most profitable American stocks to buy in 2026, highlighting its central role in artificial intelligence and high-performance c... Read original →

NVIDIA’s $25B bond issuance is less about expansion and more a strategic maneuver to secure leadership in the 3nm AI chip race. Heavy reliance on ASML’s EUV tools—amid tightening U.S. export controls—forces foundries like TSMC (Taiwan, China) and Samsung into fierce capacity battles, likely inflating advanced-node wafer costs by 15–20%. To counter vertical integration threats from Super Micro and others, NVIDIA is using its financial muscle to lock in HBM and CoWoS packaging capacity through 2028, effectively walling off competition. The simultaneous mega-fundraisings by Oracle and Alphabet signal that AI infrastructure has entered a capital-intensive arms race. Over the next 12–24 months, the sector will bifurcate: top players monopolize advanced packaging and optical I/O, while smaller firms pivot to RISC-V or compute-in-memory alternatives. Emerging U.S.-EU regulations on AI chip energy efficiency will raise design barriers, further entrenching NVIDIA’s CUDA ecosystem dominance.