NVDA - NVIDIA COULD HIT 1 TRILLION REVENUE BY 2030 Analyst Pierre Ferragu (New Street) says Nvidia could become the first company to generate 1T in annual revenue within five years, driven by surging AI infrastructure spending. 🔸 Ferragu projects 3–4T in annual AI capex by 2030, in line with CEO Jensen Huang’s outlook. 🔸 Nvidia could capture 55–60% of the AI market, equaling 1–1.2T in data-center revenue. 🔸 For comparison, Wall Street expects 184B in Nvidia’s data-center sales this fiscal year. 🔸 Nvidia beat earnings estimates and raised its Q4 revenue forecast, while rivals like Marvell missed expectations.(*Walter Bloomberg)