Benzinga · Sep-17-2026 11:28 AM ET

Nvidia Corp. (NVDA.NaE) is worth over $5 trillion after another year of explosive growth, but NYU Stern finance professor Aswath Damodaran says the stock still asks investors to assume an extraordinary payoff from the artificial intelligence boom.

“Nvidia is an awesome company, but it’s being priced as the greatest company ever,” Damodaran said on the BiggerPockets Money podcast Tuesday.

Damodaran bought Nvidia (NVDA.NaE) in 2018 at a split-adjusted $1.80 a share and later sold down the position in stages, with Benzinga reporting in January that he had fully exited. Nvidia (NVDA.NaE) now trades at more than 100 times his original cost basis.

The AI Revenue Bar Gets Higher

In January, while discussing investment in large language models, Damodaran said AI would eventually need roughly $2 trillion to $4 trillion in revenue to justify the capital pouring into the sector.

His new estimate is much larger, though it covers the broader AI infrastructure buildout.

Damodaran puts current AI product and service revenue at roughly $250 billion a year. Against more than $2 trillion already invested in AI infrastructure, he estimates those revenues may eventually need to reach $8 trillion to $10 trillion annually to justify the buildout, roughly 32 to 40 times today’s level.

Damodaran argues AI only gets close to that scale if it moves beyond helping workers and starts replacing them. If AI remains primarily a productivity tool, he estimates the potential market at closer to $2 trillion.

Companies worldwide pay roughly $26 trillion a year in wages and other employee compensation, according to Damodaran. Replacing part of that labor could open a much larger market for AI agents, but it also creates a problem: displaced workers lose the income they use to buy goods and services.

“What are all these companies that have replaced their employees with agents? Who are they going to sell this stuff to?” Damodaran said.

Traders See Nvidia Staying on Top

“Nvidia’s already made its money,” Damodaran said. He called the chipmaker a beneficiary of the spending boom and compared the cycle to musical chairs: “Nvidia doesn’t want the music to stop.”

The current numbers show why investors remain willing to pay up. Nvidia’s latest quarterly results showed revenue of $96.2 billion, up 106% year over year, while Data Center revenue jumped 117% to $89 billion.

Near-term prediction markets aren’t pricing a major reversal.

https://finance.yahoo.com/markets/stocks/articles/nvidia-awesome-company-stock-priced-152847132.html

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GlobeNewswire · Aug-25-2026 11:00 AM ET

News Summary:

• NVIDIA Jetson Orin Nano 2, a new robotics computer for entry-level edge AI, enables millions of developers worldwide to build robots, delivery and inspection drones, and vision AI systems for frontier physical AI applications.
• Jetson Orin Nano 2 delivers 2x the inference performance of its predecessor in the same form factor and consumes 40% less power at the same performance.
• More than 3 million developers have built on the NVIDIA (NVDA.NaE) robotics stack, with Cognex, Doosan Bobcat and Matic among the first to adopt and explore Jetson Orin Nano 2.
• Ecosystem partners are building carrier boards, hardware systems and reference solutions to help customers accelerate time to market.

https://www.stocktitan.net/news/NVDA/nvidia-announces-jetson-orin-nano-2-robotics-computer-to-redefine-shvpochmg45w.html

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