Nvidia At $20 Trillion Isn't Crazy, Says Kindig — It's A Logical Outcome Of AI Spend

I/O Fund’s CEO Beth Kindig has issued what may be the boldest valuation call of the AI era: Nvidia Corp (NASDAQ:NVDA) at $20 trillion by 2030. Track NVDA stock here.It sounds like a headline built to shock, but Kindig insists it's the opposite — not hype, not hyperbole, but a "data-driven, fundamentally grounded" projection.Her argument rests on a simple premise: if Nvidia's data center business grows at a 36% CAGR, in line with exploding global AI capex, the company can compound its way to a valuation near ...