Nvidia, Circle seen doubling by 2030 on AI, stablecoin trends

The article frames Nvidia and Circle as dual beneficiaries of two intertwined shifts: the rise of agentic AI infrastructure and the adoption of stablecoins as a settlement layer for software agents. Nvidia's pitch rests on the idea that agentic AI workloads will demand not just GPUs but a complete stack of CPUs, networking gear, and specialized chips. The company's Vera CPU, designed for agent workflows, represents a direct product response to that demand; its networking revenue surge of 88% year over year is cited as a signal of Nvidia's competitive strength in this transition. Circle's opportunity is complementary: as AI agents execute more transactions autonomously, a fast and reliable settlement currency becomes essential, and USDC—already at $77 billion（約12兆円） in circulation—stands to capture that flow. The article notes that USDC has processed $90 trillion（約14000兆円） in lifetime volume, positioning the token as a proven infrastructure layer. Both companies' valuations are presented as reasonable relative to expected growth (Nvidia at a forward P/E of 23 with 45% expected annual earnings growth; Circle at 51 with 56% expected growth), implying that doubling by 2030 would not require multiple expansion, merely execution of the outlined growth roadmaps.