Even if the forecast is off by half, the article argues Nvidia could be worth well over $10 trillion by 2030, driven by a surge in AI-related demand.

In an optimistic scenario, Nvidia could surpass the combined market value of Microsoft, Alphabet, and Palantir by 2030.

Nvidia’s position rests on its GPUs powering AI workloads, with growth fueled by AI demand across data centers and other applications.

Analysts foresee strong quarterly growth into 2025 and 2026, with revenue gains around 79% in Q1 and 85% in Q2, signaling sustained AI-driven expansion.

Nvidia estimates data-center capex could hit $3–4 trillion annually by 2030, implying potential annual revenue near $1.44 trillion if it captures half that market.

The piece notes potential conflicts of interest: Keithen Drury at Motley Fool holds positions in Alphabet, Microsoft, and Nvidia, and Motley Fool itself has stakes in Alphabet, Microsoft, Nvidia, and Palantir.

Using a 30x earnings multiple and a 50% profit margin, the piece extrapolates a $21.6 trillion valuation for Nvidia under optimistic spending scenarios.