Nvidia's AI-Driven Expansion May Reach $6 Trillion by 2030

Published Date : 07/06/2025 

Nvidia, the world's most valuable company with a market cap of $3.4 trillion, is poised to achieve a $6 trillion valuation by 2030, driven by robust demand for its AI chips and diversification into new markets. 

Nvidia (NVDA) is the most valuable company in the world as of this writing, with a market cap of $3.4 trillion, and it has reached this position thanks to a tremendous rally of more than 1,500% in its stock price in the past five years. Investors will now be wondering if Nvidia has the potential to deliver more upside over the next five years following this phenomenal run. However, don't be surprised to see this semiconductor giant's shares jump higher and attain a $6 trillion valuation by the end of the decade. Let's take a closer look at the factors that could help Nvidia hit that milestone by 2030.

Nvidia's artificial intelligence (AI)-powered growth remains solid. Robust demand for Nvidia's AI chips has been the biggest reason behind the stock's terrific surge in recent years. The good part is that Nvidia continues to generate a massive amount of revenue from its AI chip business despite tackling headwinds such as export restrictions to key markets like China.

This was evident from Nvidia's latest results for the first quarter of fiscal 2026 (which ended on April 27). The company's revenue shot up 69% year over year to $44.1 billion during the quarter, even though it lost $2.5 billion in revenue in fiscal Q1, owing to the restrictions on sales of its chips to China. The chipmaker also incurred a $4.5 billion inventory charge to write down the value of chips that were intended for the Chinese market. Moreover, Nvidia's fiscal Q2 revenue would take an $8 billion hit on account of the China-related restrictions.

But the good part is that the company's guidance for the current quarter still calls for a 50% year-over-year increase in revenue, while its earnings are expected to increase by 44% despite anticipated loss in Chinese revenue. CEO Jensen Huang admitted on Nvidia's latest earnings conference call that the $50 billion Chinese market is now effectively closed to U.S. players such as Nvidia. Even then, analysts have increased their revenue estimates.

That's not surprising, as Nvidia still has a massive sales opportunity in AI chips beyond the Chinese market. It is now entering new markets such as Saudi Arabia to build AI factories 

Frequently Asked Questions (FAQS): 

Q: What is Nvidia's current market cap?

A: Nvidia's current market cap is $3.4 trillion.

Q: What factors are driving Nvidia's growth in AI chips?

A: Robust demand for Nvidia's AI chips, entry into new markets like Saudi Arabia, and massive AI infrastructure projects such as Stargate are driving its growth.

Q: How does Nvidia's data center revenue compare to its competitors?

A: Nvidia's data center revenue shot up 73% year over year to $39 billion, significantly outpacing competitors like Broadcom and AMD.

Q: What is the predicted investment in AI-capable data centers by 2030?

A: According to McKinsey & Company, AI-capable data centers could require investments worth $5.2 trillion by 2030.

Q: What is the forecasted revenue for Nvidia by 2028?

A: Analysts predict that Nvidia's revenue could reach $292 billion by fiscal 2028. 

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