Worried about Nvidia's stock? This analyst has a $2 trillion reason to remain calm.

Core Insights - The AI compute and networking market is projected to reach $2 trillion by 2030, indicating significant growth potential for companies involved in this sector [1] Company Analysis - Nvidia's GPUs are positioned to benefit from the growth in AI compute and networking, suggesting a strong future demand for their products [1] - Broadcom's custom chips are also expected to capitalize on the expanding market, highlighting competitive opportunities alongside Nvidia [1]