The chipmaker remains a top play in the booming AI infrastructure market. Some investors might be reluctant to chase Nvidia's stock after those massive gains. However, a single catalyst could drive its stock even higher in 2026: skyrocketing demand for AI infrastructure upgrades to support the latest AI applications. It maintained its lead in the booming data center market through AI-oriented architecture upgrades, including Turing (2019), Ampere (2020), Hopper (2022), and Blackwell (2024). Simply put, Nvidia should continue to sell the best picks and shovels for general-purpose AI applications and remain a linchpin of the AI infrastructure market.