I've Covered Semiconductors for Years. Nvidia Is My No. 1 Pick Heading Into 2027.
Nvidia still remains a leading way to play the AI infrastructure boom, driven by strong data-center growth, its full-stack ecosystem, pricing power, and massive AI demand.
Overview
Tech stocks, AI stocks, semiconductor stocks, it seems like everyone is trying to catch the next Nvidia (NASDAQ: NVDA). When people look around for the best semiconductor stock to buy right now, I don't go to any flashy new names; I still go straight back to good ol' Nvidia. I've watched chips and cycles come and go, and no other name sits as close to the center of the AI world as Nvidia does today.
In the first quarter of fiscal 2027 (ending April 26, 2026), Nvidia reported revenue of $81.6 billion, with data center sales of $75.2 billion, up 93% year over year and now more than 90% of the company's total revenue. That data center number matters more than any gaming rebound or auto contract because it shows where the company now lives. Every time Microsoft, Meta Platforms, Amazon, or Alphabet expands its AI clusters, it spends large sums on Nvidia systems. When sovereign funds and start-ups talk about AI factories, they are mostly talking about racks full of Nvidia hardware and software.
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Originally published at www.fool.com.