Nvidia’s current trailing revenue of about $15 billion supports a segment valuation near $126 billion when applying the same multiple, suggesting the gaming and AI PC opportunity could add roughly $350 billion to its market cap over the next five years.

Nvidia holds a dominant share in discrete GPUs, about 94% of the discrete GPU market as of 2025 Q2, underpinning strong growth in gaming and AI PC GPUs.

Overall takeaway: Nvidia’s long‑term upside isn’t limited to data center growth; a sizable, underappreciated opportunity in gaming and AI PCs could meaningfully boost its market capitalization.

Analysts project the gaming and AI PC market to reach about $145 billion by the end of the forecast window, with AI PC demand growing around 29% annually through 2033, potentially expanding Nvidia’s addressable market beyond $145 billion.

Note: All figures are projections from the article and cited market data and are not guaranteed outcomes.

Nvidia’s data center business has been the main growth engine, contributing to a market value around $4.46 trillion today due to booming AI model training and inference demand.

Data center revenue has surged from roughly $15 billion in fiscal 2023 to an estimated $192 billion in fiscal year 2026, with continued growth anticipated from AI infrastructure investments.