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The article reinforces NVDA’s role as a primary beneficiary of AI infrastructure spend and cites strong recent revenue growth, which could support multiple expansion in NVDA stock despite broader AI concentration concerns.
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Steve Eisman warns that more than 65% of the S&P 500 is tied to AI, signaling concentration risk even as he remains long Nvidia and GE Vernova. Nvidia reported 106% year-over-year revenue growth to $96.2 billion for the quarter ended July 26, while GE Vernova's backlog reached $176 billion and data-center orders in Electrification topped $5 billion in H1 2026. Eisman has partially hedged four unnamed AI holdings but does not plan to abandon exposure to Nvidia.
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