Nvidia is well positioned to continue capturing a significant share of the multitrillion-dollar AI infrastructure market.
Alphabet’s dominance in digital advertising, its strong cloud business, and its deep AI integration make it a smart pick.
10 stocks we like better than Nvidia ›
The U.S. gross domestic product grew 3.3% year over year in the second quarter. That number shows the resilience of the U.S. economy despite higher interest rates and global macroeconomic uncertainty.
In such an environment, investors can particularly benefit from putting their money into companies with scale, durable cash flows, and the ability to ride secular tailwinds.
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Here’s why these two stocks fit the criteria, making them wise buy-and-hold choices for the long term.
Nvidia (NASDAQ: NVDA) has firmly established itself as the leading player in artificial intelligence (AI) infrastructure, as it accounts for nearly 92% of the data center GPU market. That dominance has been the foundation of its robust financial performances of recent years. In its fiscal 2026 second quarter (which ended July 27), Nvidia reported revenues of $46.7 billion, up 56% year over year and exceeding guidance, while its GAAP (generally accepted accounting principles) gross margin was 72.4%. Management now expects fiscal third-quarter revenue to reach $54 billion, plus or minus 2%, driven by increasing demand for its Blackwell-architecture GPUs.
Nvidia estimates that between $3 trillion and $4 trillion will be invested in AI infrastructure by the end of 2030. En route to that total, it expects hyperscalers and enterprises to invest nearly $600 billion in data center infrastructure and computational technologies in calendar 2025, nearly double the amount that was invested in 2023. Nvidia’s Blackwell-based AI systems, such as the GB200 NVL System and GB300 platform, are increasingly being used by cloud service providers and consumer internet companies to train and power large AI models.
Nvidia’s proprietary Compute Unified Device…
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