Disclaimer: This content is for informational and educational purposes only and should not be construed as financial or investment advice. Always do your own research and consult a licensed financial advisor before making investment decisions.
Disclosure: The author holds a long position in NVDA.
NVIDIA is the default AI infra vendor; its compute flywheel (GPUs + networking + CUDA/NIMs) and supply-chain/energy partnerships position it to command AI accelerator economics through 2030 despite rising custom silicon.
At ~$4.3T mkt cap and ~$200B+ 2025 rev, NVDA can 2–3x by 2030 if it sustains ~60–70% share of AI accelerators, adds $50–100B software/networking ARR, and captures sovereign/edge buildouts. Size caps >5x outcomes.
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