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Anderson currently runs the Lingotto Investment Management fund, worth $650 million. He believes that if the AI hype continues at this pace, NVIDIA will witness almost a 1500% increase in market cap over the decade, putting the firm's valuation higher than the entire S&P 500 today.
Estimates say that global liquidity currently stands at $82.6 trillion; hence, imaging NVIDIA's predicted market cap in the modern day is almost impossible, but Anderson's estimate isn't odd at all, and here's why.
Firstly, NVIDIA is the sole "mainstream" supplier of the AI industry, and by the mainstream, we mean the most dominant. Every company desires Team Green's AI portfolio, and the demand is out of the roof.
Especially with the expected debut of the Blackwell generation, NVIDIA is set to clock in over one million orders for its Blackwell AI GPUs, racking up $35 billion just from GPU sales alone. If you account for the demand for the company's AI servers, such as the GB200, Team Green's expected revenue for this year could exceed the $100 billion mark from only one product generation.
Now, if you talk about the sustainability of the AI hype and the argument that it's just another "dotcom" bubble, the capabilities AI brings into the modern day are entirely different. According to NVIDIA's CEO Jensen Huang, artificial intelligence has fueled the growth of automation in the industry, a sector worth $50 trillion. Generative AI and AGI have opened new doorways for consumers when it comes to visualizing and implementing certain concepts, and as Jensen says, AI is here to stay.
It's important to note that our coverage isn't financial advice; instead, it discusses market prospects in general. There have been bearish estimates surrounding NVIDIA, particularly from the likes of Cathie Wood, CEO of ARK Invest, so it is inconclusive to say how Team Green will perform ten years from now on. Given that the AI hype stays in the market and NVIDIA maintains its "presumed" monopoly, we are looking at a grand slam.
