Tech analysts predict that Nvidia (NASDAQ: NVDA), Microsoft (NASDAQ: MSFT), and Apple (NASDAQ: AAPL) will reach a $4 trillion valuation in 2025. Current market caps show Nvidia and Microsoft around $3.5 trillion, while Apple has fallen to about $3 trillion. Nvidia’s growth stems from a 73% year-over-year increase in data center revenue, driven by demand for GPUs.
Microsoft’s Azure cloud computing platform has also shown robust growth, with a 33% increase in revenue, supported by a $10 billion investment in OpenAI. The company is expected to invest $80 billion in capital expenditures for building AI data centers, which could position it to reach the $4 trillion mark first.
Challenges remain for Nvidia due to reliance on major customers like Microsoft and competition from other GPU manufacturers. Both Nvidia and Microsoft are experiencing supply constraints, impacting their growth trajectories.
