Nvda stock forecast 2026 this emerging segment could add $15

This emerging segment could add $15 billion to annual revenues. However, the AI stocks leading this charge aren't as expensive as you might think. The chart below shows five of the leading AI stocks. Assuming that its non-AI accelerator businesses see 20% growth in 2025 and 2026, they could contribute $40 billion to its top line in the next fiscal year. So, Nvidia has the potential to generate north of $270 billion in fiscal 2026 (including the $231 billion revenue potential of the data center compute business), and this is precisely what consensus estimates are projecting. NVDA stock forecast 2026 could be accelerated by breakthrough AI architectures. Industry chatter points to the likelihood of a major GPU launch in late 2025, enhancing fiscal 2026 guidance.