Nvidia stock price forecast on the back of AI infrastructure

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On the back of AI infrastructure expansion, "nvidia stock price forecast" points to a bullish trend, with technical charts showing support at $660 and resistance near $720 over the coming weeks. Jabil now gets 30% of its top line from the AI business. That figure could move higher in fiscal 2026. The company expects a 25% spike in its AI revenue this fiscal year. Overall revenue, meanwhile, is expected to jump just 5%. For Nvidia, the concern is that if China were to find issues, it could impose fines or new conditions that make operations harder in a region where Nvidia is already facing limits. The company’s H20 chip sales have been zeroed out in recent earnings reports, reflecting just how difficult the market has become. Adding a regulatory probe on top of trade restrictions makes China one of Nvidia’s biggest risk factors moving forward. A stable macro backdrop and lower 10-year Treasury yields aid the "nvidia stock price forecast", improving equity risk premium calculations.

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