Long-term, however, $NVIDIA Corp(NVDA)$ ’s valuation still has room to rise.

Can NVIDIA maintain its high growth? It's very likely.

Firstly, NVIDIA dominates the AI GPU market, with AMD as the only competitor. This year, AI GPU sales are expected to reach $4.5 billion, far below NVIDIA’s $100 billion-plus sales.

In terms of GPU performance, NVIDIA is far ahead, and there is no competition in sight.

On the demand side, tech giants like Microsoft, Amazon, and Meta continue to increase AI investments, contributing to 50% of NVIDIA’s data center revenue, up from 45% last quarter.

Moreover, as AI models evolve, GPU demand is rising. For instance, previous-generation models required 100,000 Hopper GPUs, while the next generation needs 100,000 GPUs using the more powerful Blackwell at a higher price.

Looking ahead, AI demand will explode. NVIDIA's AI Enterprise platform is helping companies manage and deploy AI applications efficiently, with expected revenue growth more than doubling from last year.

AI is sparking an industrial revolution, with vast downstream applications and undeniable demand. NVIDIA’s latest Blackwell products are expected to be in high demand for the next few quarters.

In conclusion, NVIDIA is likely to continue its strong growth. If FY2026 revenue targets are met, with a price-to-sales ratio of 30x, NVIDIA's market cap could reach $5.7 trillion, with $6 trillion also within reach. This is an era where AI is changing the game.