Nvidia Projects Data Center Market to Reach $4 Trillion by 2030
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: Yahoo Finance
- Massive Market Potential: Nvidia projects that global data center capital expenditures will grow from $600 billion in 2025 to between $3 trillion and $4 trillion by 2030, indicating strong growth in AI infrastructure investment that could lead to substantial revenue for the company.
- Revenue Expectations Rise: If Nvidia maintains a 25% market share by 2030, its projected revenue could reach $750 billion, representing over a threefold increase from current levels, highlighting its leadership and profitability in the AI sector.
- Increased Competitive Pressure: While Nvidia holds a significant share of the AI computing market, rising competitors like AMD and Broadcom could impact its market share, prompting a more conservative outlook on future growth expectations.
- Unique Investment Opportunity: Despite Nvidia's stock having risen nearly 1,200%, analysts believe there are still unique investment opportunities in the AI space, especially as the company continues to lead in technological innovation, making it a generational investment opportunity not to be missed.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 255.63 USD with a low forecast of 185.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
40 Analyst Rating
38 Buy
1 Hold
1 Sell
Strong Buy
Current: 187.050
Low
185.00
Averages
255.63
High
352.00
Current: 187.050
Low
185.00
Averages
255.63
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
