Despite weak quarterly figures, experts Nvidia trust huge growth. According to them, investors underestimate the full potential of the next generation of chip.
• Nvidia no longer just chip designers, but complete providers for AI infrastructures
• Analyst Beth child’s extremely optimistic for data center business
• Doubling the Nvidia share by 2028 possible
Course weakness meets long -term optimism
In the past few weeks, the Nvidia share has passed a correction-currently it is around 3.5 percent below its latest high of $ 184.48 (as of September 15, 2025). In particular, the recent weak quarter results have a burden: “I would say that if this were only based in the second quarter, this share would be sold much more,” the experienced tech analyst Beth noted recently in the Wealthion Podcast.
But while many investors are skeptical of the reset, Kindig sees a chance of getting started. In her opinion, the potential of Nvidia’s data center business on Wall Street is massively underestimated. In the long run, Nvidia still seems strong, so the paper has been able to increase its value by more than 32 percent since the beginning of the year to $ 177.75 (as of September 15, 2025).
More than just chips: Nvidia as a system provider
Childy, CEI des I/o Fund, emphasizes that Nvidia has long been no longer a pure chip producer. Instead, the group develops into a so-called “rack scale company” that delivers complete AI systems made of hardware, networking and software. In the second quarter, Nvidia reported an increase in network sales, which, according to the child, should continue: “I could imagine that this trend will continue to explode in the third quarter. This is an important indication, because what distinguishes the current GPU generation from the next is the necessary network requirements of these systems”. This holistic approach of Nvidia reminds her of Apple’s dominant ecosystem from iPhone, iOS And App Store – just in the field of artificial intelligence.
Yesterday, I Discussed One Specific Reason that i’d be a buyer of nvidia $ Nvda If the Stock Sold Off Due to China. @cvpayne And i Talked about how to position given some ai Stocks Seem to be in a bubble (While Others are not). pic.twitter.com/unmx2svk8l
– Beth Kindig (@beth_kindig) August 28, 2025
Data centers as a source of income
Against this background, with a view to the next few years, against this background, it will be particularly optimistic about the data center business. She expects Nvidia’s turnover from the data center business to be around $ 75 billion per quarter by the end of 2026. By 2028, it even considers $ 500 billion annual sales – almost twice as much as the current consensus estimates of analysts. Nvidia CEO Jensen Huang, meanwhile, spoke of an average annual growth rate of 50 percent for the AI market, reminiscent of Kindig. “We will be $ 300 billion in six quarters [zusätzlich] bring. The invoice is exactly what I try to explain. “And the tech analyst also explains:” If we reach a 500 billion dollar data center segment by 2028, we are now around $ 200 billion. Depending on the time of purchase, this would mean potentially 100 percent more scope in the stock. ”
New chip generation brings competitive advantages
A central driver that supports childish is the next GPU generation “Blackwell”. These chips should not only increase computing power, but also require a multiple of network resources – an area in which Nvidia recently had clear jumps in sales. For companies who want to assert themselves in the global AI set-up, this technology becomes indispensable, the expert is certain.
Geopolitical factors and other risks
Despite the bullish outlook, Kindig also sees risks. The upcoming CHIP generations are likely to consume significantly more energy, which could slow down the expansion of data centers. There are also uncertainties in the China business, which is contaminated by geopolitical tensions.
So it remains to be seen how the industry will actually develop and whether Nvidia will be able to grow as a prognosted.
Editor finance.net
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