Nvidia shareholders got another vote of confidence this week, and it came from one of the company's biggest customers.
The Motley Fool published a piece on August 1, 2026, headlined "Microsoft Just Announced Huge News for Nvidia Shareholders," tying the software giant's latest data center commentary to the outlook for Nvidia's stock. The article was syndicated widely, appearing on AOL.com and surfacing across Google News and Bing News feeds tracking Nvidia.
The logic behind the connection is straightforward. Microsoft is one of the largest builders of AI data centers in the world, and those facilities run largely on Nvidia's chips. When Microsoft signals that it plans to keep building, that reads as a forecast of future Nvidia orders.
On the numbers, the Motley Fool cites Wall Street analysts projecting 42% revenue growth for Nvidia in fiscal 2028, the year ending in January 2028. The publication's own framing is bullish, describing Nvidia as likely to be "a monster stock next year."
A caveat worth keeping in mind: this is commentary from an investing publication, not a company earnings release or a regulatory filing. Analyst projections are estimates, and they change.
Why it matters: Nvidia has become the clearest proxy for whether the AI boom is still accelerating, so signals about how much the biggest tech companies intend to spend on data centers ripple far beyond one stock ticker.