Prediction: This Key Development Will Fast-Track Nvidia Becoming the World's First $10 Trillion Company

Core Viewpoint - Nvidia is positioned to become the world's first $10 trillion company, with the introduction of its new Rubin CPX AI chip potentially accelerating this growth trajectory [1][8]. Group 1: New Technology Introduction - Nvidia unveiled the Rubin CPX, a new class of GPU designed for massive-context processing, capable of handling over 1 million tokens [3][4]. - This technology is expected to enhance AI coding assistants, transforming them into sophisticated systems that can manage large-scale software projects and improve the quality of long-form video creation [5][9]. Group 2: Economic Impact - Nvidia claims that Rubin CPX could deliver a return on investment of 30x to 50x at full scale, significantly improving AI inference economics [6]. - The introduction of Rubin CPX is anticipated to create substantial new use cases, attracting interest from various AI companies [8][9]. Group 3: Market Growth Projections - To reach a market cap of $10 trillion by 2030, Nvidia would need a compound annual growth rate (CAGR) of approximately 18.3%, with current earnings showing a year-over-year increase of 59% in Q2 2025 [12]. - Even with a projected earnings growth of around 41% in 2026, Nvidia is expected to maintain strong growth, especially if Rubin CPX and its successors perform as anticipated [13].