Nvidia (NVDA) Stock Could Hit $221 By End Of 2026 As AI Spending Surge Continues - foreignpolicyjournal.com

As artificial intelligence continues to advance, NVIDIA, as the leading provider of AI computing infrastructure, has seen its stock rise nearly 30% in 2025, although recent pullbacks reflect market co... Read original →

NVIDIA’s GPU dominance is triggering a cascading reshaping of the semiconductor stack: its CUDA moat not only locks in AI training but also redirects EUV and 3nm capacity toward Hopper/Blackwell platforms, raising capital barriers across AI chip manufacturing. Geopolitical friction is becoming operational—U.S. export controls may boost short-term ASPs, yet any disruption to supply chains via Taiwan, China or Hong Kong, China would directly delay TSMC deliveries. AMD remains structurally disadvantaged due to fragmented software ecosystems, while Broadcom’s custom ASICs serve only narrow workloads, underscoring NVIDIA’s full-stack scarcity. Over the next 18 months, surging AI capex will fuel 'compute inflation'—where demand outpaces cost-per-flop declines—forcing hyperscalers into pre-commitments. If global data center spending crosses $1 trillion by 2026, NVIDIA’s pricing power intensifies, making the $221 target a floor, not a ceiling.