Prediction: This Artificial Intelligence (AI) Stock Could Hit a $6 Trillion Valuation by 2030

Harsh Chauhan, The Motley Fool

Sat, Jun 7, 2025, 12:00 PM 6 min read

• Nvidia is currently the world's largest company by market cap.

• The semiconductor giant still has a lot of room for growth, considering the potential investment in artificial intelligence (AI) infrastructure over the next five years.

• Nvidia has additional catalysts coming into play that could allow it to sustain terrific growth and hit a $6 trillion valuation in the future.

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Nvidia (NASDAQ: NVDA) is the most valuable company in the world as of this writing, with a market cap of $3.4 trillion, and it has reached this position thanks to a tremendous rally of more than 1,500% in its stock price in the past five years.

Investors will now be wondering if Nvidia has the potential to deliver more upside over the next five years following this phenomenal run. However, don't be surprised to see this semiconductor giant's shares jump higher and attain a $6 trillion valuation by the end of the decade. Let's take a closer look at the factors that could help Nvidia hit that milestone by 2030.

Robust demand for Nvidia's AI chips has been the biggest reason behind the stock's terrific surge in recent years. The good part is that Nvidia continues to generate a massive amount of revenue from its AI chip business despite tackling headwinds such as export restrictions to key markets like China.

This was evident from Nvidia's latest results for the first quarter of fiscal 2026 (which ended on April 27). The company's revenue shot up 69% year over year to $44.1 billion during the quarter, even though it lost $2.5 billion in revenue in fiscal Q1, owing to the restrictions on sales of its chips to China. The chipmaker also incurred a $4.5 billion inventory charge to write down the value of chips that were intended for the Chinese market.

Moreover, Nvidia's fiscal Q2 revenue would take an $8 billion hit on account of the China-related restrictions. But the good part is that the company's guidance for the current quarter still calls for a 50% year-over-year increase in revenue, while its earnings are expected to increase by 44% despite anticipated loss in Chinese revenue.

CEO Jensen Huang admitted on Nvidia's latest earnings conference call that the $50 billion Chinese market is now effectively closed to U.S. players such as Nvidia. Even then, analysts have increased their revenue estimates.

That's not surprising, as Nvidia still has a massive sales opportunity in AI chips beyond the Chinese market. It is now entering new markets such as Saudi Arabia to build AI factories "powered by several hundred thousand of Nvidia's most advanced GPUs over the next five years," according to the company. Additionally, massive AI infrastructure projects such as Stargate, from which Nvidia has started benefiting already, could help it mitigate the lost opportunity in China.