Is Nvidia on Track to Become the First Company Valued at $10 Trillion?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 14 2025
0mins
Should l Buy MSFT?
Source: Fool
Nvidia's Market Value Milestone: Nvidia has surpassed both Microsoft and Apple to become the world's largest company, with its market value reaching as high as $5 trillion, driven by investor confidence in its role in the AI boom.
Growth and Innovation: The company's transition from gaming GPUs to AI-focused products has led to significant revenue growth, with projections indicating continued strong sales increases in the coming years.
Potential for $10 Trillion Valuation: Analysts suggest that Nvidia could potentially reach a $10 trillion market value by 2030, contingent on maintaining a strong growth rate and achieving projected revenue milestones.
Infrastructure Demand for AI: Nvidia is well-positioned to benefit from the increasing demand for AI infrastructure, as major cloud service providers and companies like Meta Platforms are turning to Nvidia for their AI needs, potentially leading to substantial revenue growth.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MSFT is 631.36 USD with a low forecast of 500.00 USD and a high forecast of 678.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 401.140
Low
500.00
Averages
631.36
High
678.00
Current: 401.140
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company that develops and supports software, services, devices, and solutions. Its Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services, spanning a variety of devices and platforms. It comprises Microsoft 365 Commercial products and cloud services; Microsoft 365 Consumer products and cloud services; LinkedIn, and Dynamics products and cloud services. The Intelligent Cloud segment consists of its public, private, and hybrid server products and cloud services. It comprises server products and cloud services, including Azure, and enterprise and partner services, including Enterprise Support Services. Its More Personal Computing segment primarily comprises Windows and Devices, including Windows OEM licensing; Gaming, including Xbox hardware and Xbox content; Search and news advertising, comprising Bing and Copilot, Microsoft News, and Microsoft Edge.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Product Update Plans: Altman also mentioned that OpenAI plans to release an updated chat model this week, and its AI coding tool Codex has grown by about 50% in the past week, which will further enhance its product competitiveness.
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See More
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See More
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See More
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- Bond Financing Plan: To support its AI ambitions, Alphabet plans to raise $20 billion through a U.S. dollar bond sale, expected to occur in four tranches, including a 100-year sterling bond, indicating strong market interest with oversubscription by five times.
- Compute Capacity Risks: CEO Sundar Pichai highlighted compute capacity, energy, and supply chain constraints as major challenges during the earnings call, indicating that Google must effectively manage its resources to maintain competitiveness amid rapidly growing AI demand.
- Ad Revenue Growth: Despite potential threats from AI to its search and advertising business, Google's fourth-quarter ad revenue increased by 13.5% year-over-year to $82.28 billion, demonstrating the company's success in adjusting its advertising strategies to meet market changes.
See More
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- AI Risk Disclosure: In its latest financial report, Alphabet highlighted for the first time the potential impact of AI on its advertising business, noting risks of 'excess capacity' that could affect core revenue streams and necessitate a reassessment of investment strategies.
- Bond Financing Plan: Alphabet plans to raise $20 billion through a bond sale, including a 100-year bond, expected to be issued in four tranches, indicating strong market interest in its financing needs with oversubscription reaching five times.
- Surge in Capital Expenditures: The company anticipates capital expenditures to reach $185 billion in 2025, more than double the previous year, indicating significant financial pressure from heavy investments in AI infrastructure that require careful fiscal management.
- Gemini User Growth: The monthly active users of Alphabet's Gemini AI application have increased from 650 million to 750 million, reflecting rapid adoption of generative AI, but also posing risks to its search business, necessitating adjustments in advertising strategies to adapt to market changes.
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