Nvidia’s Networking Chief just revealed where he is convinced the next AI fortune could be made. 

And here’s the best part… You don’t need to be a PhD, a Silicon Valley insider, or have millions of dollars in seed capital.

Gilad Shainer, Senior Vice President of Networking at NVIDIA, says: “A growing portion of the billions spent on AI [will land here].”

Jensen Huang, the CEO of Nvidia, agrees, calling it: “foundational to scaling AI.” 

Yet, these tech titans aren’t talking about AI chips, chatbots, or anything like that. It’s a hidden AI play few are noticing, one that’s quietly becoming one of the fastest-growing cash streams in America today.

We just recorded a video on exactly where Nvidia’s Networking Chief says billions could flow next…

Warning: if you’re only focusing on chips and chatbot stocks, you will miss this entirely.

P.S. Nvidia just announced it will spend $500 billion over the next 

4 years…But a massive chunk of that cash is headed somewhere surprising.

It’s not AI chips, chatbots, or anything similar. Yet Nvidia’s own Networking Chief says fortunes could be made here. Click here to watch the full story now.

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Special Report

Why NVIDIA’s AI Power-Play Could Drive the Next Major Rally in 2026

Submitted by Thomas Hughes. Published: 12/30/2025. 

Key Takeaways

• NVIDIA is using capital and partnerships to push beyond GPUs into a broader AI infrastructure stack.
• Two 2025–2026 deals—Intel and Groq—signal a tighter focus on supply chain, inference, and talent.
• Wall Street’s outlook remains constructive, but the 2026 setup depends on execution across multiple layers, not one product cycle.

While GPUs and data-center technology continue to underpin NVIDIA’s (NASDAQ: NVDA)results and outlook, the company made strategic shifts in 2026 that position it for long-term dominance in AI markets. Among those moves is a focus on architecting and building a global AI ecosystem — from the energy grid to the software layers that run it. Building AI infrastructure drives business today; applying AI technology at scale is NVIDIA’s longer-term goal. 

The more recent news includes two significant investments that answer the question: what will NVIDIA do with its swelling cash pile? The first is a $5 billion investment in Intel, which provides that company a lifeline while diversifying NVIDIA’s supply chain and boosting domestic GPU production capacity. The move should improve CPU–GPU integration for advanced, next-generation AI applications.

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In a new briefing, a former government advisor explains the historical context behind this statute, why it’s being discussed again, and how certain policy actions could reshape capital flows during America’s upcoming 250th anniversary period. The presentation focuses on preparedness, macro implications, and what investors may want to understand as events develop.See the full briefing here

The more critical investment is NVIDIA’s deal with Groq, best described as a licensing-and-talent transaction rather than a full acquisition. By licensing Groq’s inference technology and bringing over key executives, NVIDIA expanded its stack while avoiding the delays and regulatory scrutiny that can accompany an outright purchase. Practically, Groq’s specialized language-processing hardware approach for low-latency, real-time AI can now be integrated into NVIDIA’s broader platform strategy, enabling faster — and potentially lower-cost — AI deployments where milliseconds matter, such as the Internet of Things, autonomous vehicles, and robotics.

And NVIDIA’s robotics strategy is a winner. The company is not just building a robot; it is developing a full platform for robotics and physical AI. The offering combines hardware, simulation capabilities, and foundational AI models needed to create physical-AI applications, positioning NVIDIA as a central industry player. NVIDIA intends to tackle humanoid-robot challenges first, with the expectation that those advances will trickle down to lower-tier technologies. The robotics industry’s value is projected to reach nearly $74 billion by 2025, with a high double-digit compound annual growth rate expected over the next five years — roughly doubling the industry’s size by the end of the decade. 

Analysts Buy Into NVIDIA’s Long-Term AI Power-Play

Analyst trends indicate that both analysts and the capital they represent are buying into NVIDIA’s AI power play. Data from 2025 shows a robustly bullish trend through year’s end, including numerous price-target increases and upgrades. By year end, coverage was up about 25% from year-end 2024, with 54 analysts tracked and strong conviction behind the consensus rating and price target.

The year-end consensus rating rose to Buy from Moderate Buy, while the consensus price target increased roughly 60% over the trailing 12 months and implies about 40% upside. That 40% upside is a conservative baseline; the high-end range — above $350 — suggests another ~30% of upside that could materialize in 2026. 

Institutions are also accumulating NVIDIA stock, reinforcing the positive outlook. Institutional investors now own more than 65% of the shares and bought on balance each quarter in 2025, purchasing about $3 for every $1 sold.

NVIDIA Sets Up for a Potential Second-Half 2026 Move

NVIDIA’s stock price struggled in late 2025 after massive gains in Q2 and Q3. The earlier rally — roughly 100% from low to high — prompted late-year profit taking that persisted through December. But the pullback didn’t break the uptrend; instead, it set up a trend-following signal that was triggered in late December and suggests a new high could be reached in January 2026.

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