--- title: "The Ultimate Artificial Intelligence (AI) Stock to Buy Right Now" description: "Nvidia (NVDA) is highlighted as the ultimate stock to buy in the AI sector, benefiting from significant investments in computing capacity. The company specializes in high-margin GPUs, crucial for AI d" type: "news" locale: "en" url: "https://longbridge.com/en/news/258230834.md" published_at: "2025-09-21T09:46:05.000Z" --- # The Ultimate Artificial Intelligence (AI) Stock to Buy Right Now > Nvidia (NVDA) is highlighted as the ultimate stock to buy in the AI sector, benefiting from significant investments in computing capacity. The company specializes in high-margin GPUs, crucial for AI data centers, and is projected to generate substantial revenue growth, potentially reaching $1 trillion to $1.3 trillion by 2030. Despite potential risks, Nvidia's strong profit margins and market position make it a compelling investment for those optimistic about AI's future. Artificial intelligence (AI) investing continues to be the best choice in the market. The AI hyperscalers are spending hundreds of billions of dollars on building out computing capacity, and any company that is a beneficiary of this spending is an excellent place to invest. One of the most popular investments from the beginning of the AI race has been **Nvidia** (NVDA 0.34%). Despite being among the best performers over the past few years, Nvidia is still the ultimate AI stock right now, I believe, especially if its market projections come true. Image source: Getty Images. ## Nvidia makes lots of money from each GPU it sells Nvidia makes graphics processing units (GPUs), which specialize in computing tasks that require plenty of horsepower. They can process multiple calculations in parallel, an effect that can be amplified by connecting hundreds or thousands of them in clusters. This is what occurs in giant AI data centers, where companies connect 100,000 or more GPUs to form supercomputers. Nvidia's data center GPUs aren't cheap, so it makes a fortune off of each one sold. It's rare to see a hardware company with the margin profile that Nvidia has, but it has consistently delivered a profit margin greater than 50% over the past few years. NVDA Profit Margin (Quarterly); data by YCharts. This allows the chipmaker to generate huge profits, which is why the stock has increased so much over the past few years. And if management is right about the general direction of AI spending, its stock is just getting started. ## Nvidia's growth is far from over During the company's second-quarter conference call, management estimated that global data center capital expenditures will rise to anywhere from $3 trillion to $4 trillion by 2030. Currently, AI hyperscalers are spending around $600 billion annually, and with Nvidia estimated to generate $206 billion in revenue during this fiscal year, it's safe to say that it gets around a third of all data center spending. That indicates that the company's revenue could be $1 trillion to $1.3 trillion by 2030. Should it reach that level, it would be an annual growth rate of 37% on the low end of management's projection. If Nvidia can maintain its impressive profit margins, it's not unreasonable to think that its stock could rise by a corresponding amount over the next five years. A 37% annual return wouldn't just outperform the market; it would crush it. The **S&P 500** tends to return around 10% annually, so Nvidia could easily be the ultimate growth stock to buy now. However, this projection isn't without its caveats. Its biggest clients would need to continue spending nearly all of their cash flow on AI infrastructure for this to come true. If they don't see a reasonable return on investment, they may begin to taper off their spending. Furthermore, management's projection includes *all* data center spending. So, if a competitor comes out with a GPU alternative, it's possible that Nvidia loses market share and doesn't get a third of total data center spending. Even if it falls short of its projection, there's still plenty of wiggle room for it to be a top-performing stock over the next five years. I think it's an excellent buy at this price point, and anybody who's still bullish on the AI trend should consider buying shares of Nvidia today. ### Related Stocks - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [NVDL.US - GraniteShares 2x Long NVDA Daily ETF](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK - XL2CSOPNVDA](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK - XI2CSOPNVDA](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US - YieldMax NVDA Option Income Strategy ETF](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US - Direxion Daily NVDA Bear 1X ETF](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US - T-Rex 2X Long NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US - T-Rex 2X Inverse NVIDIA Daily Target ETF](https://longbridge.com/en/quote/NVDQ.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 預測：這隻 AI 股票將在 2 月 25 日之後大幅上漲。以下是原因 | Nvidia (NVDA) 的股票在過去三個月中因地緣政治緊張局勢和對人工智能支出擔憂而下跌了 2%。然而，該公司預計將在 2 月 25 日公佈強勁的 2024 財年第四季度業績，預計收入將增長 67% 達到 655 億美元，盈利將增長 7 | [Link](https://longbridge.com/en/news/275701772.md) | | 英偉達的股票預測是否獲得了提振？頂級分析師在第四季度財報發佈前變得更加看漲 | 英偉達（NVIDIA，股票代碼：NVDA）的股票受到瑞銀分析師蒂莫西·阿爾庫裏（Timothy Arcuri）的提振，他將目標價從 235 美元上調至 245 美元，預計在 2 月 25 日公佈的第四季度財報前，這意味着 28% 的上漲潛力 | [Link](https://longbridge.com/en/news/275702966.md) | | 美國 1 月 CPI 來襲！標普 500、輝達、德國 DAX 指數、澳元/美元技術分析 | 美國勞工統計局將於 2 月 13 日發布 1 月消費者價格指數（CPI），預計服務價格漲幅放緩將導致通脹降温，但核心通脹率可能上升。1 月非農就業數據強勁，促使市場對美聯儲降息次數的預期減少。標普 500 指數在 2 月 12 日下跌 1. | [Link](https://longbridge.com/en/news/275974381.md) | | 洛克希德馬丁投資管理公司減少了其在英偉達公司（NVIDIA Corporation）的持股 $NVDA | 洛克希德馬丁投資管理公司在第三季度減少了對英偉達公司的持股，減幅為 26.7%，目前持有 871,630 股，市值為 1.626 億美元。其他對沖基金也調整了在英偉達的持股。內部人士最近出售了大量股份，董事馬克·A·史蒂文斯出售了 350, | [Link](https://longbridge.com/en/news/275880158.md) | | Simplicity Wealth LLC 減少了對 NVIDIA 公司$NVDA 股票的持有量 | Simplicity Wealth LLC 在第三季度減少了對 NVIDIA Corporation (NASDAQ:NVDA) 的持股，減持幅度為 31.0%，目前持有 220,979 股，出售了 99,509 股。這佔其投資組合的 2. | [Link](https://longbridge.com/en/news/275589676.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.