University of Kwazulu-Natal

Where Will Nvidia Stock Be In 10 Years 2035 Outlook Ai Growth Risks

Bonisiwe Shabane
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where will nvidia stock be in 10 years 2035 outlook ai growth risks

Nvidia is one of the few companies to transform the investment landscape in a world characterized by artificial intelligence innovations and international technological competition. With a market cap of $4.1 trillion by the beginning of July, 2025, Nvidia has risen to the stars and left many investors wondering: Will Nvidia be among the leaders in 2035, or is... It is not a hot chip story or a quarterly result. It is the story of a corporation in a triangulated game between innovation, geopolitics, and an unquenchable thirst of computing power. The following is an in-depth analysis of what might be in store about Nvidia stock in the next one decade and the reasons why investors always remain vigilant? The recent successes of Nvidia are difficult to pass unnoticed.

Its AI chips have turned into the spine of data centers and the golden child of the modern tech boom. During the first quarter of 2025, an astounding 89% of the Nvidia sales of $44.1 billion was related to AI and data center sales, a fact that underlines its control over a market that... In July 2025, the big headlines were that, in a surprise move, the Trump administration had given Nvidia a green light to resume selling H20 AI chip sales to China. This is not just a monumental increase of revenue since the chunks of revenue that were pre-threatened amounted to a figure of $8 billion quarterly but, it also gives Nvidia a lifeline into the... The company now has a chance to recover most of a recent $4.5 billion impairment charge related to a pile of unsold inventory and overstock. However, although such victories provide a short-term boost, the situation 10 years later leads to some thorny questions.

Technology companies must constantly evolve to stay relevant. And Nvidia (NASDAQ: NVDA) is no stranger to this phenomenon. Founded in 1993, the legendary chipmaker first made its name in video game graphics, eventually getting a notable boost from cryptocurrency mining before its big break with the arrival of generative AI in late... Now, Nvidia's data center business (where it sells AI chips) represents 89% of its $44.1 billion in total revenue, while the once-core gaming segment represents just under 9%. But this is not the time for management to rest on its laurels. There are already signs that its AI chip business could be slowing.

And over the next decade, a transition to new business verticals could be key to the company's success. The start of a new megatrend will often see a flurry of capital spending as hardware improves rapidly and companies throw caution to the wind to avoid falling behind their rivals. But eventually, the technological improvement will slow down, competition will increase, and margins will start to decline. The networking hardware company Cisco Systems experienced this during the dot-com bubble. Shares have still never surpassed their all-time high reached in 2000. Written by Will Ebiefung for The Motley Fool->

Nvidia's (NASDAQ: NVDA) growth thesis hinges on generative artificial intelligence (AI) -- a tech megatrend sending demand for its advanced hardware through the roof. And according to analyst projections, this booming market has plenty of room left to run. That said, the company could find even more synergistic growth drivers over the long term. Let's dig deeper into what the next 10 years could hold. When Nvidia was founded in 1993, it would have been hard to imagine that the hardware it was pioneering, the graphics processing unit (GPU), would have such a transformative effect on the technology landscape. Originally designed to render video-game visuals, GPUs work through parallel processing, which involves computing multiple tasks simultaneously.

This functionality made them extremely useful for new uses like cryptocurrency mining and training the large language models (LLM) behind generative AI applications. For Nvidia, these trends have transformed its operations. As of the third quarter, data center chip sales (such as the AI-capable H100) make up 80% of revenue, while its previously core gaming business has fallen to just under 16%. Nvidia (NASDAQ: NVDA) has been one of the most popular stocks in the market. We have seen this stock go from a gaming GPU supplier to the center of the semiconductor industry. Nvidia has moved into AI, data centers, autonomous vehicles and high-performance computing.

As a result of this evolution, the company’s market cap has skyrocketed to make it one of the most valuable companies in the world. But is it still worth buying Nvidia today—and over the next 10 years? In this post, I will present both the bull case and the bear case for Nvidia, backed by data, trends, and forward-looking scenarios. My goal is not to tell you to buy or sell, but to clearly lay out potential outcomes so that you can make your own informed decision. Over the past several years, Nvidia has evolved from a hardware company into a full-stack AI powerhouse. Nvidia’s GPUs are the workhorse of training and inference for LLMs, powering OpenAI, Google, Meta, Microsoft, and other hyperscalers.

Beyond AI, Nvidia is expanding into data center networking (Mellanox, Spectrum-X), automotive software and AV hardware, digital twins (Omniverse), and custom chips for enterprise. Revenue growth has been phenomenal. Nvidia reported $60.9 billion in revenue for fiscal 2024, up 126% YoY, largely fueled by AI data center demand. Gross margins have climbed to nearly 76%, providing the company with incredible profitability. NVIDIA Corporation (NASDAQ: NVDA) has solidified its position as a titan in the technology sector, driven by its dominance in artificial intelligence (AI), gaming, and data center solutions. With a market cap of $2.777 trillion as of May 2025, investors are keenly interested in NVIDIA’s stock price trajectory over the coming decades.

This article explores NVIDIA stock price targets for 2025, 2030, 2035, and 2040, leveraging expert analysis, market trends, and long-term growth potential. While short-term forecasts rely on recent data, long-term projections are speculative and subject to macroeconomic and technological shifts. As of May 13, 2025, NVIDIA’s stock closed at $113.82, reflecting a 0.59% decline from the previous day’s close of $114.50. Despite this dip, analysts remain optimistic about NVIDIA’s near-term growth. Piper Sandler, a prominent equity research firm, reiterated an “Overweight” rating with a 12-month price target of $150, suggesting a 31.8% upside. This target, though lower than their previous $175 estimate, accounts for potential headwinds from U.S.

export restrictions on NVIDIA’s H20 AI chips, which could result in $5.5 billion in charges. The median price target, according to LSEG data, stands at $163.12, reinforcing bullish sentiment. Monthly forecasts for 2025 paint a promising picture. Starting at $112 in May, projections suggest NVIDIA’s stock could climb to $145 by month-end, a 29.5% gain. By June, the price is expected to reach $167, driven by strong demand for NVIDIA’s AI chips and data center solutions. The year-end forecast for December 2025 is $163, representing a 45.5% increase from the May starting point.

However, risks such as slowing capital spending or stricter export rules could cap gains, with Piper Sandler estimating a worst-case scenario of $76.25 if data center revenue drops by $9.8 billion annually. Looking ahead to 2030, NVIDIA’s stock price trajectory depends on its ability to maintain dominance in AI, expand into new markets like automotive and robotics, and navigate regulatory challenges. Forecasts for 2029, the furthest detailed data available, project a June closing price of $981, a 776% increase from May 2025’s $112. Extrapolating to 2030, analysts expect NVIDIA to sustain double-digit growth, potentially reaching $1,100–$1,300 by mid-2030, assuming continued innovation and market expansion. NVIDIA’s data center business, which drives the majority of its revenue, will likely remain a growth engine. The global AI market is projected to grow at a CAGR of 37.3% through 2030, per industry estimates, and NVIDIA’s CUDA platform positions it as the backbone of AI infrastructure.

Additionally, CEO Jensen Huang’s strategic vision—highlighted by his Computex 2025 keynote on AI advancements—signals robust R&D investment. However, challenges like competition from AMD and Intel, coupled with potential oversupply in AI chips, could temper growth. Daily stocks & crypto headlines, free to your inbox By continuing, I agree to the Market Data Terms of Service and Privacy Statement

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