Nvidia’s Game-Changing Developments: A 2030 Outlook

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Nvidia’s Demand and Revenue Projections

Nvidia (NASDAQ: NVDA) reports visibility into $500 billion of demand for its Blackwell and Rubin systems, with $150 billion already shipped. Recent multi-year deals with Anthropic and the Saudi public investment fund’s AI company HUMAIN contribute significantly to this demand.

Analysts project Nvidia’s fiscal 2026 revenue to be approximately $213 billion, with expectations to reach $1 trillion in annual revenue by fiscal 2031, requiring a compounded annual growth rate of about 36%. The company currently captures nearly 50% of the annual AI infrastructure spend and aims for a market share of 20% to 25% by 2030, potentially boosting revenues to between $600 billion and $1 trillion.

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