Walter Bloomberg
2025.08.29 17:04

$NVIDIA(NVDA.US) - NVIDIA COULD HIT $1 TRILLION REVENUE BY 2030

Analyst Pierre Ferragu (New Street) says Nvidia could become the first company to generate $1T in annual revenue within five years, driven by surging AI infrastructure spending.

🔸 Ferragu projects $3–4T in annual AI capex by 2030, in line with CEO Jensen Huang’s outlook.

🔸 Nvidia could capture 55–60% of the AI market, equaling $1–1.2T in data-center revenue.

🔸 For comparison, Wall Street expects $184B in Nvidia’s data-center sales this fiscal year.

🔸 Nvidia beat earnings estimates and raised its Q4 revenue forecast, while rivals like Marvell missed expectations.

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