GenAI revenue was projected to grow 10x in the next 8 years....
GenAI revenue was projected to grow 10x in the next 8 years.
Consider 2024 as an example, $NVIDIA(NVDA.US$ 's DC revenue would be ~70% of the $137B GenAI market, if NVDA gets 50% of 2032 GenAI market it would be at $650B rev hence we can get to ~$10T market cap.
Beth's $10T isnt as crazy as it sounded given GenAI is just one app of accelerated computing (tech like autonomous driving, robotics aren't part of GenAI).
Consider 2024 as an example, $NVIDIA(NVDA.US$ 's DC revenue would be ~70% of the $137B GenAI market, if NVDA gets 50% of 2032 GenAI market it would be at $650B rev hence we can get to ~$10T market cap.
Beth's $10T isnt as crazy as it sounded given GenAI is just one app of accelerated computing (tech like autonomous driving, robotics aren't part of GenAI).
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