Why Is Wall Street so Bullish on Nvidia? Here's the $4.8 Trillion Reason
Key Takeaways
The world's largest companies want to spend hundreds of billions developing their AI capabilities, and they all rely on Nvidia to supply critical components in that effort.
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financial news
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July 28, 2025
08:20 PM
The Motley Fool
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What caught my attention is 8 trillion is an incredibly large number
For example, let's imagine you have $4. 8 trillion in one-dollar bills -- nice, right (which is quite significant), in this volatile climate
If you count one per second, non-stop, it would take you over 152,000 years to count them all
So, when I tell you that one industry is jected to grow into a $4 (remarkable data), considering recent developments. 8 trillion market over the next decade, it should get your attention, in today's market environment
Image source: Getty Images, in today's financial world
Additionally, It may come as no surprise that the industry in question is for artificial intelligence (AI)
According to a recent United Nations Trade and Development report, the global AI market could soar to $4. 8 trillion by 2033
That would represent a 25-fold increase from its $189 billion size in 2023
In contrast, In short, the AI market is already firing on all cylinders, but it is still in the beginning chapters of its growth story
Moreover, That's terrific news for Nvidia (NVDA 1. 83%), which coincidentally boasts a market cap of $4. 2 trillion as of this writing
Moreover, That makes it the largest company in the world
Nvidia, as the undisputed leader in AI chip design, has seen its revenue and fits skyrocket over the last three years as other giants have poured billions of dollars into building out AI infrastructure
Just this month, Meta Platforms CEO Mark Zuckerberg announced plans in mid-July to spend hundreds of billions constructing massive new AI data centers in the U, given the current landscape
Conversely, Major commitments that are part of the reason that Wall Street analysts continue to forecast strong revenue growth for Nvidia over the next few years (fascinating analysis)
The company is expected to grow its top line 54% to $200. 6 billion in the current fiscal year (ending Jan. 2026), according to the analyst consensus estimate
Over 90% of that revenue will come from its all-important data center segment
In another two years, analysts believe annual revenue could reach nearly $300 billion
Nevertheless, What's more, as estimates of the value of the AI market continue to climb, so does the opportunity for Nvidia.
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