NVIDIA continues to be a leading AI stock to watch in 2026, despite facing ongoing GPU supply shortages. The company's cloud inventory remains sold out as demand surpasses production capabilities. This situation has led some customers to explore alternatives such as AMD, Broadcom, or developing in-house solutions like Amazon's. Analysts interpret the supply constraints as indicative of robust AI sector growth rather than a decline in NVIDIA's market share. The company's strong architectural design and established market position ensure it remains a top contender in AI stock forecasts for 2026.