NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over-year, while data center revenue rose 92% to $75.2 billion.

On June 16, 2026, NVIDIA said NVIDIA XR AI was available in public beta, giving developers a framework for building multimodal AI agents for AR glasses and XR devices.

The release extends NVIDIA’s AI infrastructure story beyond hyperscale training clusters into edge and physical AI, where agents need low-latency inference, video and audio perception, enterprise retrieval, and orchestration across cloud, data center, and on-device systems. NVIDIA said the library connects XR device inputs with models, enterprise data, tools, and accelerated computing, while integrating services such as Metropolis, NeMo Retriever, Nemotron, Cosmos Reason, and DGX/RTX PRO systems.

How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI

Early use cases cited by the company include Siemens factory maintenance research, lab workflows from Rana’s LabOS, and surgical-assistance work at UPMC.

NVIDIA Corporation (NASDAQ:NVDA) provides accelerated computing platforms, chips, systems, and software for AI, data centers, digital twins, gaming, professional visualization, automotive, robotics, and other high-performance computing markets.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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