Nvidia Leads AI Market, Data Center REITs Set to Benefit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5d ago
0mins
Source: NASDAQ.COM
- Market Growth Potential: The global AI infrastructure market is expected to expand at a CAGR of 29.1% from 2025 to 2032, prompting data center operators to increase infrastructure investments to meet rising demand.
- Nvidia's Market Dominance: Nvidia holds over 90% of the discrete GPU market, with surging demand for its high-end data center GPUs, and analysts project revenue and EPS growth rates of 47% and 45%, respectively, by 2028.
- REIT Investment Opportunities: Equinix and Digital Realty, as two of the world's largest data center REITs, operate over 270 and 300 data centers respectively, providing efficient interconnection services that attract cloud and AI companies, positioning them to benefit from the AI market expansion.
- Income Distribution Strategy: Both Equinix and Digital Realty are required to distribute at least 90% of their taxable income to investors, with forward yields of 2.4% and 3.1% respectively, offering a solid investment opportunity for income-seeking investors.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 188.520
Low
200.00
Averages
264.97
High
352.00
Current: 188.520
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SK Hynix Surpasses Samsung in Operating Profit for the First Time
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SK Hynix Surpasses Samsung in Operating Profit for the First Time
- Record Profit: SK Hynix achieved a record operating profit of 47.2 trillion won in 2025, surpassing Samsung's 43.6 trillion won for the first time, highlighting its strong performance in the high-bandwidth memory market and solidifying its leadership in South Korea's tech sector.
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- Future Outlook: Analysts expect SK Hynix to retain a high market share in HBM4, despite Samsung's technological advancements, as SK Hynix's quality and supply advantages are likely to continue supporting its market leadership.
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