NVIDIA dominates the AI field, making its opponents unable to see the taillights, and its stock price breaks through the sky. It is the only member of the current "$4 trillion club with a market value". Some analysts said that because NVIDIA AI's dominance is stunning, there is still a lot of room for valuation growth, and may be the first to break through $9 trillion in 2030.
According to Business Insider, Melius Research analyst Ben Reitzes recently said that with AI rapidly spreading the world, NVIDIA has become the leader of global AI-based infrastructure, with no long-term growth potential. It is estimated that the 2030 revenue will reach US$600 billion, supporting a high valuation. It will challenge the market value of US$9 trillion in 2030, becoming the world's first company to rise to a "US$9 trillion club".Reitzes quoted data from consultant McKinsey, which points out that from now until 2030, the demand for AI power is expected to grow by 30% annually, and will reach 156 GW by the end of 2030. Since every 1 GW of additional can bring NVIDIA to USD 40 billion to USD 50 billion, if inflation factors are taken into account, the annual revenue of USD 60 billion per GW of production will be as high as USD 60 billion in 2030.
NVIDIA HBM main supplier SK hynix previously released a tour message, looking forward to the second half of 2025. Due to customers' inventory adjustments and the second half of the year, the second half of the year is the new product launch season, the order energy will be in danger in the second half of the year. It is estimated that HBM chip-related acquisitions will double this year compared with last year, and the overall growth energy will continue to continue to challenge the high point of operation.
NVIDIA will announce its second quarter financial report after the U.S. stock market on August 27.