NVIDIA is the second company in the world, and the opportunity for massive growth in graphics cards could help the head of the stock over the next three years.
NVIDIA’s solid share on the graphic processing units could help get a large part of the additional income opportunity on this market and give its first line a substantial boost.
Nvidia’s projected growth suggests that it could become a company of $ 5 billion over the next three years.
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Nvidia(Nasdaq: NVDA) is the second company in the world with a market capitalization of 3.3 billions of dollars to date, and the flea designer has reached this position thanks to its ability to stay ahead of the disruptive technological trends over the years.
From the manufacture of graphics cards for personal computers (PC) to the manufacture of powerful artificial intelligence chips (AI) for the training and deployment of powerful large -language models (LLM) to the creation of digital twins of real world objects, Nvidia has traveled a long way since it could even reach a good part of the value of the technology giant.
Let’s take a closer look at the catalysts that could propel Nvidia to this evaluation.
Image source: Getty Images.
The formidable request for NVIDIA AI graphics cards played a central role by bringing the market capitalization of the company where it is now. More specifically, NVIDIA’s actions have increased almost eight times since the release of the OpenAI popular chatbot in November 2022. NVIDIA provided the graphic treatment units (GPU) necessary to form Chatgpt, and it has remained the dominant force on the AI fleas market since then.
The company would have obtained 92% of the GPU market in the data center last year. What is worth noting is that Nvidia is always the essential supplier of IA GPUs for the main companies and governments of Cloud Computing. Company’s revenues in the first quarter of the fiscal 2026 (which ended on April 27) should jump 65% compared to the period of the previous year to $ 43 billion.
Its closest competitor on the GPU market of AI, Advanced micro-apparentssaw income growth from one year to another 36% in T1 this year at 7.4 billion dollars. Nvidia, therefore, still maintains higher growth levels despite a much larger income base, driven by its formidable market share in AI GPUs. The data centers segment represented 88% of the first line of the company last year, and it will play a central role by helping Nvidia reach an evaluation of $ 5 billion.
Indeed, the size of the global GPU market is expected to increase by $ 388 billion between 2024 and 2028, according to the Research and Consulting Technavio company. Technavio stresses that this massive gradual income opportunity in GPUs will be motivated by the growing demand for these chips in computer games and high performance IT.
What deserves to be noted here is that Nvidia is also the dominant actor on the PC GPU market with a market share of more than 80%. Thus, Nvidia is in a very solid position to grasp a massive part of this lucrative opportunity. In fact, it could witness remarkable income growth over the next three years, even if it loses ground on the GPU market.
If we assume that the NVIDIA share of the GPU of AI and the PC is even 70% falls into the next three years, this could lead to around 270 billion dollars in additional income based on the projection of Technavio. The company generated $ 130.5 billion in revenue during the year 2025 (which ended on January 26), which means that it could eventually generate $ 400 billion in annual income during the year 2028, much higher than consensual estimates.
NVDA income estimates for current exercise data by Ycharts
Nvidia is currently negotiating sales. Assuming that he is negotiating half of this multiple after three years and reached the expected income of $ 400 billion, he could indeed become a company of 5 billions of dollars. But can the company indeed timer such exceptional income growth?
Nvidia’s ability to triple its income over the next three years depends on two factors.
First, the GPU market will have to continue to grow at a healthy pace. A great reason why GPU demand deployed in data centers could continue to increase is due to the transition to accelerated IT. The data centers should make a major computer transition based on the central processing unit (CPU) to IT based on GPU due to key advantages such as faster and less energy consumption.
A great reason why the change to IT fueled by GPU could gain momentum is due to the enormous energy savings that could be made. Electricity consumption of the data center should double by 2030, and IT accelerated by the GPU should help keep a handful on this due to its ability to do tasks faster.
Nvidia sees an income opportunity of $ 1 billion in data centers thanks to the transition to accelerated computers. Since he generated $ 115 billion in revenue in the segment of the data centers in the last financial year, he always has a massive place for growth in this space.
The second factor that will decide on the growth of NVIDIA income over the next three years is its ability to maintain its market share in GPUs. A great reason why he is likely to remain the dominant player in this space is due to his deep relationship with the foundry giant Manufacture of Taiwan semiconductorsPopularly known as TSMC.
NVIDIA relies on Technology and TSMC manufacturing factories to make its chips. It should be noted that TSMC is the main foundry in the world and enjoys a substantial advance on competitors thanks to its higher technology. Nvidia should now become the largest consumer of silicon plates focused on TSMC AI, this year capturing 77% of the latter’s production capacity, compared to 51% last year.
This solid control over the supply chain is likely to help Nvidia maintain its domination by the AI chip. As such, it will not be surprising to see Nvidia triple his income over the next three years, especially since he has additional catalysts at stake too beyond AI. This is why investors should consider buying this AI stock – it seems to be built for more upwards following the huge gains that it has timed in recent years.
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Harsh Chauhan has no position in the actions mentioned. The Motley Fool has positions and recommends the manufacture of semiconductors of Nvidia and Taiwan. The Motley Fool has a policy of disclosure.
Prediction: this stock of artificial intelligence (AI) is worth 5 billions of dollars in 3 years has been initially published by the Motley Fool