Forecasts announce Nvidia’s $ 5 billion sales

New forecasts have claimed that sales related to the company’s artificial intelligence Nvidia By year 2 it may be closer to $ 5 billion. This prediction shows the scale of demand, but at the same time raises questions about sustainability in such a rapid market.

Analysis published by the Research Company Morningstar Equity Research Claims that Artificial intelligence accelerators Nvidia, which includes Graphic processors And systems designed for Machine learning They will remain the most important source of revenue for the next few years. With the forecast of annual compound growth of nearly 5 % in the accelerators market, these products can make up nearly half of Nvidia’s total revenue by year 2.

Rapid acceleration of artificial intelligence -based incomes

Artificial intelligence has become the heart of global investment in technology and is changing corporate infrastructure and strategies. This area is expected to be the main stimulus of growth across The semiconductor industry To quickly become anchor for Nvidia. However, the assumption of continuing this path without any disruption indicates optimism that may not fully consider the fluctuations in this section.

One of the main drivers of this growth is the Hyprosklers’ investments; Means cloud service providers such as Microsoft, Amazon And Google. Their annual capital costs are projected to reach more than $ 5 billion by year 2, more than three times the level of year 2. This leap at first to teach Large language models And other Artificial intelligence tools It is tied, but it is also expected to expand to organizational applications and government initiatives. While these trends create favorable conditions for Nvidia, they also bring uncertainty, as the company’s short -term success is still dependent on hyperrcer strategies.

Forecast MorningstarNvidia firmly tops the market for artificial intelligence, and competitors such as Broadcom With custom hardware and AMD With multipurpose systems, they are in the next position. . However, The semiconductor industry A long history Cycle recession In which they grow rapidly, often with Sudden reforms It is accompanied by. At the same time, companies throughout the value chain, including chip makers, software design companies and equipment suppliers, are all ready to exploit artificial intelligence demand. This scattering of growth indicates that Nvidia’s domination may gradually be with Error Faced, because competitors have a greater market share.

Reduce acceleration and challenges ahead

When we look at the current leap, the image becomes more sophisticated. Based on the chart MorningstarWhile the sales of artificial intelligence accelerators and network accelerators are expected Growth rate After year 2 it decreases sharply. This creates a contradiction: Absolute revenues are still on the rise, but the rate of increase is not significantly declining.

For Nvidia, this Reduce acceleration It indicates a period that will be more difficult to maintain. Even if Nvidia is selling nearly $ 5 billion by year 2, long -term challenges will be inevitable. Increase energy needs Artificial intelligence data centersIncreasing efforts by governments to supply Regional independence in artificial intelligence And probability Supervisory interventionThey can all change the operating environment.

In addition, market leadership in such a scale, historically always Political Supervision And Increasing investors’ caution It brings that adds another layer of risk to the future of the company.