Management claims NVDA could generate hundreds of billions in revenue soon and perhaps $100 billion by 2030; the speaker believes it will happen, though execution is key and much can happen. He still expects NVDA to remain the top AI-chip player for many years despite customers diversifying suppliers.

There are many companies that say, "We have sold out of our capacity for 2027." Nvidia said: "We could have sold our entire 2027 power supply, but we decided not to do so because we know we can price it at a premium."

But I want to bring Nvidia back onto the list because we are looking at a company that , according to management and not my personal opinion, could generate hundreds of billions of dollars in revenue in the near future.

I am not the one saying this, although I believe it will happen, but the management team stated it in a recent interview. And look, if we're going to achieve revenues of perhaps $100 billion by 2030 , I think that's a very big leap .

Of course, execution is key here, and a lot of things can happen between now and 2030, but that applies to any other company.

They have a $2 billion strategic purchase commitment from Nvidia to secure components for the launch of Blackwell chips.

Now, my second choice is what some call the "antithesis of Nvidia," namely Broadcom. Now, why is it called "the antithesis of Nvidia"? Because all the big customers who are turning to Broadcom are, of course, huge Nvidia customers , but they want to diversify their sources away from Nvidia and not rely too heavily on its chips, so they turned to Broadcom.

Does this mean that Nvidia will not continue to grow? No, I still believe that Nvidia will remain the top player in this field for many years to come,

As you know, when Nvidia designs, for example, graphics processing units, the physical challenge of scaling up modern AI clusters is data traffic. If the data cannot move between thousands of graphics processing units quickly enough, the entire system shuts down.