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0.000103397341211247 0.0014475627769572 0 -0.00295420974889211 -0.00437223042836046 -0.0073855243722304 -0.00734121122599699 -0.00590841949778435
Stock impact report

NVIDIA or BigBear.ai: Which AI Stock Has Bigger Upside in 2026? [Yahoo! Finance]

BigBear.ai, Inc. (BBAI) 
Company Research Source: Yahoo! Finance
competitor, BigBear.ai Holdings, Inc . BBAI, surged 48.5%. But does this suggest that BigBear.ai will continue to outperform NVIDIA next year, or is there more to consider? Let's evaluate their growth potential. NVIDIA has forecasted that data center capital expenditures worldwide will reach $3 trillion to $4 trillion annually by 2030. If this occurs, it will create numerous opportunities for the Jensen Huang-led company to sell its popular computing hardware. In the short term, however, the Trump administration's approval to ship H200 AI chips to “approved customers” in China is expected to boost NVIDIA's sales. Unrelenting demand for NVIDIA's cloud graphics processing units (GPUs) and cutting-edge Blackwell chips helped drive the company's fiscal third-quarter 2026 revenues up 62% year over year and 22% sequentially to $57 billion, according to investor.nvidia.com. Both data center and gaming revenues grew for the quarter, and the company now expects fiscal fourth-quarter 2026 r Show less Read more
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