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Prediction: These 3 Artificial Intelligence (AI) Stocks Will Be Worth Over $10 Trillion by 2035
The Motley Foolยท2025-08-18 07:50

Core Viewpoint - The article predicts that Nvidia, Apple, and Alphabet will each reach a market cap of over $10 trillion by 2035, driven by the growth of artificial intelligence (AI) and related technologies [2]. Group 1: Nvidia - Nvidia's current market cap is approximately $4.5 trillion, requiring an annual growth rate of about 8.3% to reach $10 trillion by 2035 [4]. - Continued robust demand for AI chips and maintaining the superiority of Nvidia's GPUs are essential for achieving this growth [5][6]. - Nvidia is expected to remain a leader in the AI chip market due to significant investments in research and development [7]. Group 2: Apple - Apple's current market cap is around $3.4 trillion, needing to nearly triple to reach $10 trillion, which requires a compound annual growth rate of 11.4% [8]. - The company has already shown earnings growth of 12% in its latest quarter, with potential catalysts such as a foldable iPhone and AI glasses expected to drive further growth [9][10]. Group 3: Alphabet - Alphabet's market cap is approximately $2.5 trillion, necessitating a quadrupling to achieve $10 trillion, translating to an annual growth rate of nearly 15% [11]. - The company is currently delivering earnings growth that meets the required level, with Google Cloud's expansion and potential breakthroughs in AI and quantum computing as key growth drivers [12][13][14]. Group 4: Other Potential Candidates - While the focus is on Nvidia, Apple, and Alphabet, other companies like Microsoft, Amazon, and possibly Meta are also seen as potential candidates for reaching the $10 trillion mark by 2035 [15].