TLDR
- Nvidia stock poised to become first $10 trillion company by 2030 driven by AI data center growth
- Company plans multi-billion dollar UK data center investments with OpenAI partnership
- Global AI data center spending projected to reach $3-4 trillion with Nvidia capturing 35% market share
- Wall Street maintains Strong Buy rating with $210.95 price target indicating 19% upside potential
- Current $4.3 trillion market cap could more than double based on projected revenue growth to $900 billion
Nvidia stock continues attracting investor attention as the AI chip leader pursues aggressive expansion plans. The company’s latest UK investment strategy positions it for potential $10 trillion market capitalization by 2030.
Nvidia CEO Jensen Huang and OpenAI’s Sam Altman plan to announce multi-billion dollar UK data center investments. The announcement coincides with a US executive delegation visiting alongside President Trump.
The companies are partnering with London-based Nscale Global Holdings for the UK expansion. This investment represents part of tens of billions in planned US corporate spending across Britain.
UK Prime Minister Keir Starmer launched initiatives in January to accelerate AI growth through data center investments. His strategy includes AI growth zones for faster infrastructure approvals and guaranteed electricity access.
Data Center Spending Boom Powers Growth
Nvidia stock benefits from unprecedented demand for AI computing infrastructure. The company’s graphics processing units power virtually every major AI application currently available.
Data center capital expenditures reached record levels in 2025. Major AI companies project even higher spending in 2026, extending the growth trajectory beyond next year.
Nvidia management estimates the four largest AI hyperscalers will spend approximately $600 billion on data centers. However, global spending including all customers could reach $3-4 trillion according to company projections.
The chip maker expects to maintain roughly 35% market share of this data center spending. This positioning provides access to massive revenue opportunities over the next several years.
Most data center construction projects require multiple years to complete. Current land purchases and design work translate into GPU sales in 2026 and 2027.
Path to $10 Trillion Market Cap
Conservative projections suggest Nvidia stock could reach $10 trillion valuation by 2030. The company currently holds a $4.3 trillion market cap as the world’s most valuable business.
Using $3 trillion in global data center spending and 30% market share, Nvidia could generate $900 billion annual revenue by 2030. Maintaining 50% profit margins would produce $450 billion in net income.
These figures compare to current trailing twelve-month revenue of $165 billion and profits of $87 billion. The projected growth represents substantial increases from present performance levels.
A conservative price-to-earnings ratio of 30 would value Nvidia stock at $13.5 trillion by 2030. This calculation excludes additional revenue from non-data center business segments.
Current Market Position
Wall Street analysts maintain Strong Buy consensus on Nvidia stock. Current ratings include 36 Buy recommendations, two Hold ratings, and one Sell opinion.
The average analyst price target of $210.95 indicates 19% upside potential from current trading levels. This target reflects continued optimism about AI infrastructure demand growth.
Nvidia stock trades with growing institutional support as data center expansion accelerates globally. The company’s UK investment plans demonstrate commitment to international market development.
