Key Points
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Nvidia and Palantir Technologies have a combined market capitalization of $4.9 trillion, with Nvidia alone valued at $4.5 trillion and Palantir at $400 billion.
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Amazon’s current market valuation stands at $2.6 trillion, needing a 92% increase to reach $5 trillion by 2028, implying annual returns of 24% over three years.
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Alphabet’s value is set at $3.9 trillion, requiring an additional 28% rise to hit the $5 trillion mark by 2028, translating to annual returns of 9% over the same period.
Nvidia remains the world’s most valuable company, while both Amazon and Alphabet are projected to exceed Nvidia and Palantir’s combined market value by 2028, bolstered by demand for AI services and cloud computing. Amazon Web Services maintains a 41% market share in cloud infrastructure, and its revenue growth accelerated to 20% in the third quarter. Furthermore, Amazon’s retail e-commerce and advertising sectors are expected to grow significantly, with annual increases anticipated of 10% and 14%, respectively, through 2030. Meanwhile, Alphabet’s Google Cloud is also gaining market share, supported by innovations in AI-driven tools.
