Nvidia Stock Forecasted to Rebound in January by Google’s Gemini AI

TLDR

• Nvidia stock has declined by 0.88 percent year-to-date as of January 12, 2026.
• Google’s Gemini AI forecasts that Nvidia shares will rise to $196.50 by January 31.
• The expected growth is driven by strong demand for Blackwell and Rubin AI chips.
• Nvidia plans to resume selling chips in China later in 2026 with upfront payment terms.
• The company chose not to unveil new GPUs at CES 2026, raising production concern.

Nvidia stock (NVDA) started 2026 slower than expected, falling 0.88% year-to-date and trading at $184.86 on January 12, yet Google’s Gemini AI expects a recovery by month-end, forecasting a price of $196.50 driven by demand for AI chips, optimism from the China market, and early-year momentum.

NVIDIA Corporation, NVDA

AI Chip Momentum and Market Outlook

Nvidia plans to launch its Vera Rubin chips this year to accelerate AI development and enhance computing architecture. These chips are expected to strengthen Nvidia’s presence in sectors such as self-driving technology and enterprise AI.

The company also aims to serve the Chinese market again in 2026, although sales of the H200 chips require upfront payments. This shift could support revenue growth, though volume constraints remain.

“The Rubin series is expected to generate strong demand,” Gemini’s forecast explained while highlighting the upcoming hardware as a key price driver. Nvidia stock may benefit from this rollout alongside increased interest in Blackwell chips.

GPU Concerns and Production Strategy

Nvidia will not introduce any new GPUs during the CES 2026 keynote, which raised concerns about production capacity. Fans questioned the absence, linking it to possible issues with GDDR7 memory supplies.

Some enthusiasts expressed frustration as gaming chip production scaled down, interpreting it as a strategic shift. One investor noted, “It feels like McDonald’s stopping burgers for corporate pizza,” referring to Nvidia’s enterprise focus.

Reports suggest Nvidia might restart older chip production using simpler memory components to manage these manufacturing issues. This decision could stabilize product availability during the transition to newer hardware.

Google Gemini Sees Nvidia Stock Rising

Google’s Gemini AI forecasts Nvidia stock will rise to $275 by the end of 2026. The forecast is based on the expected performance and adoption of the Rubin chip line.

Gemini estimates a possible dip mid-year but expects the stock to recover in time. “Nvidia may experience a downturn, but recovery appears likely before year-end,” the platform noted.

The AI assigns a 25–30% probability to an AI market correction similar to past tech busts. However, it believes architecture providers like Nvidia will be less affected than other firms.

Gemini emphasized that Nvidia’s position in the chip supply chain could reduce exposure to any temporary AI pullback. The forecast supports the idea that Nvidia stock could rally late in 2026.

As of January 12, Nvidia shares remain at $184.86, awaiting potential growth throughout January. Gemini continues to predict a $196.50 price by January 31.

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