Nvidia’s market capitalization is projected to grow from $3.5 trillion today to $5.6 trillion by 2030, reflecting a 9.6% annual growth rate, according to Coatue Management. The company, which reported $44 billion in quarterly revenue, has seen a 73% year-over-year increase in data center revenue, totaling $39.1 billion.
Nvidia commands a dominant position in the AI ecosystem, with its Compute Unified Device Architecture (CUDA) platform becoming the standard for AI development, involving over 4 million developers. The company’s Blackwell architecture has been fully booked until late 2025, and it currently holds $54 billion in cash and marketable securities, enabling aggressive investment strategies.
While competing with firms like Advanced Micro Devices and facing U.S. export restrictions affecting about $8 billion in sales, Nvidia maintains a forward P/E ratio of 34, reflecting its dominant and durable position in the tech market, amidst risks associated with early-stage AI startups.
