Where Will Nvidia Stock Be in 2030? - The Globe and Mail

NVIDIA, as a leader in the global AI chip market, has shown strong growth momentum, with its revenue rising 85% year-over-year in the most recent fiscal quarter, reaching $81.6 billion. The company's ... Read original →

NVIDIA’s surge hinges on an AI infrastructure boom, yet technical ripple effects are reshaping the stack: 3nm and EUV bottlenecks inflate foundry costs, pushing hyperscalers toward custom ASICs that erode GPU universality. On compliance, tightening U.S. export controls on advanced compute raise global delivery friction and accelerate de-Americanized supply chains in Taiwan, China and mainland China. AMD is chipping away at edge training with MI300X’s competitive specs, while Google and Microsoft reduce reliance via in-house TPUs/ NPUs. Over the next 12–24 months, if capex shifts from broad deployment to efficiency-focused scaling, NVIDIA’s margins face stress testing. Still, CUDA’s ecosystem moat and Hopper/Blackwell architecture leadership should preserve pricing power in inference. Whether its stock reaches $300 by 2030 depends on AI transitioning from capital hype to real productivity—a make-or-break inflection for the entire hard-tech semiconductor cycle.