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NVIDIA Watch posted an update

The Motley Fool argues Nvidia shares could double over the next five years, tying that possibility to continued AI infrastructure spending and strong earnings growth forecasts. It is an investment case, not a company announcement or a promised return.

Why it matters

The article cites analyst estimates of 61% annual revenue growth from fiscal 2026 to 2029, alongside nearly $800 billion in combined capital spending by major cloud companies in 2026, as estimated by Nvidia CFO Colette Kress. Those are forecasts and estimates, not settled results. The useful takeaway is the bet behind the share-price prediction: Nvidia needs the AI build-out to keep driving growth, while investors must decide whether that prospect justifies its valuation. The Motley Fool says the stock could rise further if momentum holds, while acknowledging that the outcome is highly uncertain.

Discuss: Would you buy Nvidia on the expectation that AI infrastructure spending keeps growing, or wait for more of that forecast growth to show up in results?

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