Nvidia(US:NVDA) Benzinga·2025-09-16 07:30Group 1: Market Opportunity - McKinsey & Company projects a 3.5-fold increase in global demand for AI-specific data center capacity by 2030, creating a multi-trillion-dollar market opportunity for Nvidia Corp [1] - The report anticipates that capital spending on data center infrastructure will exceed $1.7 trillion by 2030 [2] - The potential market opportunity for Nvidia, based on the projected demand of 156 GW by 2030, could reach $6.2 trillion [4] Group 2: Data Center Capacity Growth - Total data center capacity demand, including non-AI workloads, is expected to grow from 82 GW in 2025 to 219 GW by 2030 [2] - AI workloads alone are projected to expand from 44 GW in 2025 to 156 GW by 2030, accounting for 70% of total data center capacity by 2030 [3] Group 3: Challenges to Expansion - Significant hurdles for rapid data center capacity expansion include securing adequate power, overcoming supply chain bottlenecks, and navigating labor shortages [6][5] - The underlying demand for AI infrastructure may be vastly outpacing current market expectations, raising questions about market sentiment towards Nvidia [6] Group 4: Stock Performance - Nvidia's stock fell 0.040% to $177.75 per share, with a year-to-date increase of 28.51% and a yearly increase of 52.21% [7] - The SPDR S&P 500 ETF Trust and Invesco QQQ Trust ETF ended higher, indicating a positive market trend [7]