When it comes to Nvidia's (NVDA) 2025, Futurum president Dan O'Brien says the Mag 7 leader demonstrated its software prowess on top of showing incredible A.I. chip sales. As for 2026, Dan says it will come down to addressing undersupply and how Nvidia plays a role in adding muscle to the next wave of A.I. winners. Ben Bajarin expects the company to maintain its market leadership position and explains where he sees the company filling in gaps of the A.I. trade.