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Nvidia’s Potential Market Valuation
Beth Kindig of I/O Fund predicts Nvidia (NASDAQ: NVDA) could achieve a market capitalization of $20 trillion by 2030, a significant increase from its current $4.3 trillion valuation. The catalyst for this growth is expected to be the demand for artificial intelligence (AI) infrastructure, particularly through its data center business, which generated $51.2 billion in revenue for fiscal Q3 2026.
Projected Revenue Growth
Kindig forecasts a compound annual growth rate of 36% for Nvidia’s data center operations from 2025 to 2030, potentially reaching a run rate of $931 billion. Additionally, major tech companies like Microsoft, Alphabet, Amazon, and Meta Platforms are projected to spend nearly $500 billion on AI infrastructure in the coming year, further driving demand for Nvidia’s GPUs.
Market Trends and Opportunities
Nvidia is currently capturing about 50% of AI infrastructure spending, but for Kindig’s forecast to hold, the company may need to increase that share to 60%. With a backlog of $307 billion in orders and ongoing expansions into new markets, including AI telecommunications, Nvidia is positioned to lead in the evolving AI landscape.
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