Nvidia's chief financial officer has forecast that global AI infrastructure spending will grow to $3 trillion（約480兆円）–$4 trillion（約640兆円） annually by 2030, up from an expected $765 billion（約120兆円） this year. As the dominant supplier of AI chips and software, Nvidia stands to benefit significantly if that spending trajectory materializes, with analysts projecting its revenue to grow at a 45.6% compound annual rate through 2029.
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Nvidia CFO Colette Kress projected that AI infrastructure spending will reach $3 trillion（約480兆円） to $4 trillion（約640兆円） annually by the end of this decade. This year, spending is expected to be $765 billion（約120兆円） based on Goldman Sachs research. Reaching the midpoint of $3.5 trillion（約560兆円） by 2029 would require 358% growth over three years.
Why it matters
Nvidia holds a virtual monopoly in data center GPUs—the core hardware powering AI training and inference. If Kress's forecast holds, the company is positioned to capture enormous demand as enterprises pour money into AI infrastructure. Sell-side analysts expect Nvidia's revenue to grow at a compound annual rate of 45.6% between fiscal 2026 and fiscal 2029.
What to watch
Nvidia's Blackwell architecture is seeing robust demand, and its newest Vera Rubin platform, built for agentic AI, will start shipments in the third quarter. The stock currently trades at a forward price-to-earnings ratio of 23.8.
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