Nvidia's AI Opportunity: A $3 Trillion to $4 Trillion Market by 2030

Thursday, Aug 28, 2025 7:54 pm ET1min read
NVDA--

Nvidia's Q2 revenue and profit exceeded expectations, but the stock slipped in after-hours trading due to slower growth and data center sales coming in under estimates. However, investors should focus on the long-term AI opportunity, with Nvidia positioned to benefit from projected $3 trillion to $4 trillion in AI infrastructure spending by 2030. Despite slower growth, Nvidia remains well-positioned to capitalize on the AI boom.

Nvidia's AI Opportunity: A $3 Trillion to $4 Trillion Market by 2030

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