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Nvidia’s Future in Data Center Spending
Nvidia CEO Jensen Huang predicts data center spending will reach between $3 trillion and $4 trillion by 2030. Nvidia currently holds a dominant 92% share of the data center GPU market and anticipates its infrastructure spending to account for 58% of total data center investments.
Major cloud providers including Microsoft, Meta, Alphabet, and Amazon are expected to spend a collective $454 billion on capital expenditures in 2026, a 26% increase from previous levels, primarily to support AI initiatives. If Nvidia captures a similar market share, its data center revenue could surge to as high as $750 billion by 2030.
As of now, Nvidia’s market cap is approximately $4 trillion, with a forward price-to-sales ratio of 20. If its revenue were to reach the projected $750 billion, its stock price could potentially increase by 265% to around $608, lifting its market cap to $14.8 trillion.
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