“Nvidia is well on its way to reaching my firm's brand-new updated estimate for a $230 billion data center quarter by Q4 of 2030, or $930 billion for the full year.”
Said Nov 19, 2025Deadline Dec 31, 2030I/O Fund, 'Why Nvidia Stock Could Reach a $20 Trillion Market Cap by 2030,' November 19, 2025
Implies roughly 36% annual growth in Nvidia's data center revenue from the ~$194 billion recorded in fiscal 2026; data center revenue reached $89.0 billion in Q2 FY2027.