Prediction: Nvidia Will Be Worth $15 Trillion by 2030 If This One Thing Happens

Core Viewpoint - Nvidia, with a market cap of approximately $4.3 trillion, is projected to potentially reach a valuation of $15 trillion by 2030, indicating a possible upside of around 250% from its current share price [1]. Group 1: Company Performance and Projections - Nvidia's revenue for the past 12 months reached $165 billion, with expectations to grow to $206 billion in the current fiscal year ending January 2026 [5]. - The company estimates that by 2030, global data center capital expenditures (capex) could range from $3 trillion to $4 trillion, highlighting significant growth potential [7]. Group 2: Market Demand and Applications - The demand for Nvidia's GPUs is driven by their essential role in training and powering artificial intelligence (AI) models, which has become the dominant use case for these chips [4]. - Companies are projected to spend $600 billion on AI-related capex this year, primarily from four major hyperscalers: Amazon, Microsoft, Alphabet, and Meta [6]. - Nvidia's data center revenue constituted 89% of its total revenue in the past year, positioning the company to capture as much as 30% of the AI-related capex spending [7]. Group 3: Industry Position - Nvidia is recognized as the leading GPU company, placing it at the forefront of the current AI megatrend, with hyperscalers planning their chip demands years in advance [8].