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The biggest winner of the AI era may not be OpenAI, but NVIDIA
Many people think the biggest winner of AI is ChatGPT.
But the capital market is now voting with real money:
The one truly profiting is NVIDIA.
After the stock price continued to rise last night, the AI frenzy has entered a full FOMO stage.
How will it look in May 2026?
Forecast target: $330.
Logic:
The more widespread AI applications are, the greater the demand for computing power.
And NVIDIA almost monopolizes the high-end GPU market.
This means:
The more successful AI is, the more NVIDIA makes money.
If Polymarket asked me to bet:
I would bet on “breaking through $320.”
Because the biggest feature of the current AI market is:
No one knows where the ceiling is.#Polymarket每日热点