TLDR
- Technology analyst Beth Kindig forecasts Nvidia will hit $10 trillion market cap by 2030, up 122% from current $4.5 trillion
- Three billionaire hedge fund managers increased Nvidia positions by up to 922% in Q2 2025
- Company controls over 90% of AI chip market through GPU dominance and CUDA software platform
- Jim Cramer says next decade will exceed past five years’ 1,200% returns through chip reasoning technology
- 36 Wall Street analysts rate stock Strong Buy with $216.78 average target price
Nvidia stock attracted heavy buying from billionaire investors during the second quarter of 2025. Ken Griffin of Citadel Advisors purchased 6.1 million shares, increasing his stake by 922%.
Philippe Laffont at Coatue Management added 2.9 million shares, boosting his position by 34%. David Tepper of Appaloosa bought 1.4 million shares, expanding his holdings by 483%.
These three managers have consistently beaten the S&P 500. Even the worst performer among them outpaced the index by 38 percentage points over three years.
Technology analyst Beth Kindig projects Nvidia will reach a $10 trillion market capitalization by 2030. This represents 122% growth from the current $4.5 trillion valuation.
Kindig cites Nvidia’s complete AI systems approach as a key factor. The company provides hardware, software, and networking solutions rather than just chips.
Dominant Position in AI Chip Market
Nvidia commands more than 90% of the AI accelerator chip market. The company’s graphics processing units set the industry standard for artificial intelligence workloads.
TD Cowen analysts expect this market share to hold through 2030. They point to Nvidia’s technology leadership and continuous innovation.
The company’s CUDA software platform creates strong customer retention. Developers who learn CUDA typically stay within the Nvidia ecosystem.
CEO Jensen Huang noted that nearly every self-driving car company uses Nvidia technology. Tesla trains AI models on Nvidia GPUs in data centers.
Waymo relies on Nvidia platforms for both training and vehicle decision-making systems. The hardware powers operations in both cloud environments and physical robotaxis.
Growth in Physical AI Applications
Robotics manufacturers depend on Nvidia for humanoid robot development. Foxconn, Boston Dynamics, and Tesla all use the company’s platforms.
Amazon operates the world’s largest industrial mobile robot fleet using Nvidia technology. The e-commerce giant employs Nvidia hardware and software across its warehouse operations.
CNBC’s Jim Cramer predicts Nvidia’s upcoming decade will surpass its previous growth. The stock gained over 1,200% in the past five years.
Cramer describes a “chip reasoning platform” capable of making decisions. He believes this technology could transform industries like legal services.
Grand View Research forecasts AI spending will grow 37% annually through 2030. This includes hardware, software, and services sectors.
Wall Street analysts project Nvidia’s earnings will increase 36% per year over three years. The stock currently trades at 54 times sales.
Analyst Price Targets and Ratings
Thirty-six analysts rate Nvidia as a Strong Buy. Two analysts give Hold ratings, while one recommends Sell.
The average price target stands at $216.78 per share. This implies 16.8% upside from the current price of $185.55.
Nvidia closed at $185.55 on October 6, 2025. The company maintains a $4.5 trillion market capitalization.
The stock has traded between $86.62 and $191.05 over the past 52 weeks. Average daily trading volume reaches 171.9 million shares.
