There is no denying that the artificial intelligence (AI) market is still dominating Wall Street. The emerging technology has continued to drive increased demand and investment as consumers prepare for the next wave of advancements and products. That could benefit Nvidia (NVDA), as experts project it could see $260 billion in AI revenue in a growth trajectory that could propel the stock.

Although AI has been a key driver of investment, there is no bigger AI stock than Nvidia. Throughout last year, the company had increased by as much as 170%. Moreover, that performance had many saying the AI chipmaker could be the first company to reach a $4 trillion market cap.

Also Read: Nvidia (NVDA) ‘Well Positioned’ as Earnings Near, Citi Says

Nvidia Targets $260 Billion in AI Revenue as Stock Could Skyrocket

In 2024, Nvidia dominated the stock market. It had become the most popular investment option in the most popular sector. Yet, it has thus far failed to live up to the hype it had when it entered 2025. With the arrival of DeepSeek AI and ChatGPT developer OpenAI announcing it will develop its own chips, competition has many concerned that the market share could be more evenly dispersed in the coming years.

There are many experts who believe the contrary, though. Specifically, many experts are standing firm that the stock will return to its winning ways, as its market lead may be too much to ignore. Indeed, analysts project Nvidia (NVDA) to hit $260 billion in AI revenue, as the stock could be the beneficiary.

Also Read: US Stocks: Who’s Winning—or Losing—2025 So Far?

Mizuho analyst Vijay Rakesh released a new analysis on Nvidia, discussing the Blackwell shipments. Specifically, he projected that Q2 revenue will reach $36.7 billion with the chip’s getting a lackluster ramp. However, he maintains a long-term outlook that is immensely positive. He notes that the total addressable market (TAM) for AI accelerates will surpass $350 billion.

Additionally, he projected Nvidia to capture a massive 74% of that entire market share. That isn’t all, as he notes that in less than two years, the chipmaker will reach $259 billion in AI revenue. In comparison, AMD stocks—one of its biggest competitors—are projected to capture just 4% of that market.

This reinforces why the long-term prospects of an Nvidia investment are so strong. According to CNN data, the company sports a median price target of $175, up 29 from its current position. However, it has a high-end projection of $220 for this year, up 62% from where it stands now. It should only begin to challenge these figures over the next several years.