$NVDA - NVIDIA COULD HIT $1 TRILLION REVENUE BY 2030 Analyst Pierre Ferragu (New Street) says Nvidia could become the first company to generate $1T in annual revenue within five years, driven by surging AI infrastructure spending. 🔸 Ferragu projects $3–4T in annual AI capex by 2030, in line with CEO Jensen Huang’s outlook. 🔸 Nvidia could capture 55–60% of the AI market, equaling $1–1.2T in data-center revenue. 🔸 For comparison, Wall Street expects $184B in Nvidia’s data-center sales this fiscal year. 🔸 Nvidia beat earnings estimates and raised its Q4 revenue forecast, while rivals like Marvell missed expectations.