Nvidia (NVDA) stock has seen steady growth since 2025, up over 30% year-to-date. While other AI-focused stocks like AMD and Intel (INTC) outperformed NVDA in terms of growth, NVDA remains the focal leader in AI and semiconductors. Heading into 2026, analysts and investors are weighing the stock’s strong growth prospects against potential risks, from valuation pressures to competition in the AI chip market. While GOOGL took the magnificent-7 crown in 2025, could NVDA regain all the glory in 2026?

As the AI race moves into 2026, the industry is set to move into overdrive. Institutional investments and interest in the technology continue to grow, thus the dependence on semiconductors like Nvidia, AMD, and Intel also surges. Hence, these stocks are in pole position to continue rising next year. However, while Intel and other AI-focused tech stocks could gain ground, Nvidia remains the dominant head of market share, which may not change in 2026.

Nvidia NVDA to Remain in Forefront of 2026 AI Charge?

Indeed, next year, Nvidia NVDA could gain the most from the Artificial Intelligence boom, as a recent report from MarketsandMarkets reveals that the AI chip sector will explode into a $565 billion market by 2032. The growth will be driven mainly by the need for real-time analytics and advanced AI models, the study read. With Nvidia already the company with AI market dominance, this could mean further gains for NVDA stock.

Also Read: Meta Stock 2026 Price Prediction: A Buy Before 2025 Ends?

Furthermore, Nvidia got a bullish flag raised this past week. US President Donald Trump and the US government will soon review rules surrounding the export of Nvidia (NVDA) H200 chips to China. A Friday Reuters report revealed that Trump and his administration have begun their review of Nvidia H200 chip exports to China, sparking a rally for chip and semiconductor stocks.

Wall Street experts and NVDA investors viewed the news as a sign that Trump would follow through on his promise to allow Nvidia to sell advanced chips to China in exchange for a 25% fee to the government. Should he follow through on the promise, NVDA stock could rally heading into Q1 2026