Chipmaker Nvidia (NVDA 0.96%) stands at the center of the artificial intelligence (AI) infrastructure supercycle. The world’s most valuable company supplies essential hardware and software that enables the training, inference, and scaling of ever more sophisticated AI models.

Insatiable demand for the company’s Blackwell GPU architecture, record capital spending by the hyperscalers, and the debut of its new Vera Rubin architecture, which expands its reach into CPUs, all point to the company enjoying sustained acceleration amid the ongoing data center build-out.

Taken together, Nvidia has the conditions for meaningful revenue growth complemented by even further earnings expansion. This combination should support a meaningful upward…