Prediction: This Red-Hot Opportunity Could Add Nearly $350 Billion to Nvidia's Market Cap

Nvidia's (NASDAQ: NVDA) information halfway concern has been the company's superior maturation operator successful the past 3 years, catapulting it to a marketplace headdress of $4.46 trillion arsenic of this writing. This is not surprising, arsenic Nvidia's information halfway gross has simply taken disconnected acknowledgment to the booming request for its graphics processing units (GPUs) that bid AI models and assistance tally inference applications.

This explains wherefore Nvidia's information halfway gross has changeable up from $15 cardinal successful fiscal 2023 (which ended successful January 2023) to an estimated $192 cardinal successful the ongoing fiscal twelvemonth 2026 (which volition extremity adjacent month). Investors tin expect Nvidia's information halfway gross to turn by a large borderline successful the coming years, acknowledgment to AI infrastructure investments.

However, there's different imaginable catalyst that investors whitethorn beryllium missing. This peculiar maturation operator could adhd an awesome $350 cardinal to Nvidia's marketplace headdress successful the agelong run. In fact, this concern was the company's breadstuff and food for a agelong clip earlier being overshadowed by the information halfway segment.

Let's instrumentality a person look astatine this accidental and cheque wherefore it has the imaginable to springiness Nvidia banal a coagulated boost.

Gaming was Nvidia's biggest root of gross conscionable 4 years ago. However, it accounted for conscionable 7.5% of the company's apical enactment successful the 3rd 4th of fiscal 2026 (which ended connected Oct. 26). Nvidia's gaming conception contributed conscionable nether $15 cardinal to the company's apical enactment successful the past 4 quarters. The company's wide trailing-12-month (TTM) gross stands astatine $187 billion.

The information halfway concern present does the dense lifting for Nvidia. Investors, however, shouldn't discount the imaginable that the gaming conception offers. After all, Nvidia holds a monopoly-like presumption successful the marketplace for discrete GPUs. Market probe institution Jon Peddie Research points retired that its stock of this abstraction was 94% successful 2025's Q2.

This terrific marketplace stock is the crushed wherefore Nvidia's gaming and AI idiosyncratic machine (PC) concern has been increasing astatine a brisk pace. Its gaming gross accrued by 30% twelvemonth implicit twelvemonth successful the erstwhile quarter. The institution tin prolong specified momentum successful the agelong tally arsenic well. That's due to the fact that the gaming GPU marketplace could timepiece an yearly maturation complaint of astir 39% done 2034, according to a third-party probe report.