1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Soars More Than 300%, According to a Wall Street Analyst

Core Viewpoint - Nvidia is currently the world's most valuable company with a market capitalization of approximately $4.3 trillion, and analysts believe its growth potential could lead to a market cap of $20 trillion by 2030, representing a 360% upside from current levels [1][2]. Group 1: Revenue Growth and Market Potential - Nvidia's data center business generated $51.2 billion in revenue for the third quarter of fiscal 2026, indicating an annual run rate of about $200 billion [5]. - Analysts project that Nvidia's data center revenue will grow at a compound annual growth rate (CAGR) of 36% from 2025 to 2030, potentially reaching a run rate of $931 billion by the end of that period [5][6]. - The expected increase in AI infrastructure spending by hyperscalers is projected to be nearly $500 billion next year, reflecting over a 50% increase in capital expenditures [9]. Group 2: Market Share and Competitive Position - Nvidia currently captures about 50% of AI infrastructure spending and will need to increase its market share to approximately 60% to meet growth forecasts [12]. - The company has a significant order backlog of $307 billion, primarily from its Blackwell chips, upcoming Rubin GPUs, and data center services [14]. - Nvidia is expanding into new markets, including AI telecommunications through a strategic investment in Nokia, and collaborating with Intel for custom CPU designs [16]. Group 3: Industry Trends and Future Opportunities - McKinsey & Company forecasts a $7 trillion market opportunity for AI infrastructure over the next five years, with about $5 trillion allocated for AI workloads, indicating robust demand for Nvidia's GPUs [11][12]. - Emerging applications in robotics, agentic AI, and autonomous systems present additional market opportunities that are not fully accounted for in current forecasts [16]. - Nvidia's fabrication partner, Taiwan Semiconductor Manufacturing, is expanding production capacity, which should help alleviate supply chain issues and support Nvidia's growth [17].