The Stock Market Will Look Completely Different by 2030. This Is the Stock I’m Buying Before It Does.
The stock market could have some major changes between now and 2030 that reshape the entire makeup. Multiple trillion-dollar companies are slated to go public, including Anthropic and OpenAI. There may be several more that go public after these two, each potentially reaching a trillion-dollar valuation, as the fervor in the artificial intelligence (AI) sector is unlike anything investors have seen in decades. We’ve already seen one blockbuster initial public offering (IPO) with Space Exploration Technologies going public, and with several other ones on deck, the market will shift into a tech-heavy focus. If all three of these companies maintain their valuations, there are likely $6 trillion in new companies going public from 2026 to 2027, with an unknown number languishing before the calendar flips to 2030.
While some investors may prefer a more balanced market, the reality is that the money is in AI right now, which could cause the scales to tip heavily toward tech. There’s one company that interconnects them all, and it’s the largest company in the world: Nvidia (NASDAQ: NVDA).
Missed AI’s “Act 1”? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re only at the end of “Act 1″—the R&D phase. “Act 2” is the global rollout. Continue »
I think Nvidia is the best investment anyone can make right now, and it will be a major beneficiary of the AI shift coming over the next few years.
Nvidia is at the core of the AI build-out
All of these companies need access to a massive amount of computing power to train and run their AI models. While there are several types of computing units available, Nvidia’s graphics processing units (GPUs) remain the industry standard against which all products are compared. Nvidia is also releasing its next-generation architecture in the second half of 2026, Vera Rubin. Vera Rubin chips can process inference workloads at a tenth the cost of previous-generation Blackwell chips and train AI at a fourth of the cost.
This will unlock new potential for Nvidia’s GPUs and keep it at the top of the AI computing power food chain. All of the companies listed above utilized Nvidia’s computing units in one way or another. SpaceX, which owns xAI, the makers of Grok, is going exclusively to Nvidia hardware because CEO Elon Musk believes it’s the best product out there.
Nvidia has also clued investors in on what future computing demand looks like, and the projections are stunning. By 2030, Nvidia expects global annual data center capital expenditures to reach $3 trillion to $4 trillion. For reference, they believe the big five AI hyperscalers will spend about $800 billion this year and $1.3 trillion next year. That’s monster growth between now and 2030, and Nvidia is slated to cash in on it.
