Nvidia’s AI Dominance Sparks $50 Trillion Market Cap Projection by 2035

Legendary investor James Anderson, known for his prescient bets on early-stage tech giants, has turned his attention to Nvidia's AI potential. The chipmaker's market capitalization could reach $50 trillion by 2035 according to Anderson's analysis—a staggering projection that reflects the accelerating adoption of artificial intelligence.

Nvidia's GPUs have become the backbone of generative AI systems since the technology's breakout in 2023. Its current $4.58 trillion valuation reflects what Anderson describes as merely the first inning of AI infrastructure development. "When you're building the picks and shovels of a computational revolution," the analysis suggests, "valuation metrics require recalibration."

The forecast draws credibility from Anderson's track record at Baillie Gifford, where his Scottish Mortgage Investment Trust delivered 1,700% returns over two decades. His early recognition of transformative technologies—from e-commerce to semiconductor breakthroughs—has consistently outpaced conventional Wall Street analysis.