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Barchart
Barchart
Nauman Khan

Forget GPUs. Nvidia’s Next AI Gold Mine Could Be Even Bigger.

Nvidia NVDA AMD China Wedbush

Nvidia (NVDA) has already become the biggest winner of the artificial intelligence (AI) boom, but Wall Street believes another growth opportunity may just be getting started. Wedbush Securities recently argued that Nvidia's new Vera CPU platform could expand the company's total addressable market (TAM) well beyond graphics processors, opening the door to billions of dollars in additional revenue.

NVDA stock has cooled after its massive rally. Shares are up roughly 28% over the past year but have gained only about 13% so far in 2026. Investors remain cautious because of export restrictions on China, growing competition, and profit-taking following last year's AI surge.

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