Missed Nvidia in 2009? This Rare Signal Is Flashing Again.\u00a0In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia.\u00a0For the first time in years, that same “Total Conviction” signal is flashing for a company 1\/100th the size of Nvidia.\u00a0Continue \u00bb<\/a><\/p>\n He predicts that SpaceX could generate a whopping $1 trillion in annual revenue in 2030. Is that really possible?<\/p>\n Musk’s target seems quite ambitious, given SpaceX’s 2025 revenue and growth rate. Wall Street has significantly conservative forecasts. Morgan Stanley, for instance, expects SpaceX to generate $330 billion in revenue in 2030. Goldman Sachs is slightly more ambitious, expecting SpaceX’s top line to reach $470 billion by the end of the decade.<\/p>\n The two investment banks are clearly forecasting impressive top-line growth for SpaceX over the next five years. However, they still expect it to fall way short of Musk’s target. In fact, SpaceX will have to increase its revenue at a compound annual growth rate (CAGR) of 122% to reach that milestone in five years.<\/p>\n To achieve such stellar revenue growth, SpaceX will have to launch significantly more rockets, make a mark in the highly competitive artificial intelligence (AI) space, and aggressively expand its Starlink satellite network. So, it remains to be seen whether SpaceX indeed reaches Musk’s trillion-dollar revenue target in 2030, as the company will have to fire on all cylinders and significantly accelerate growth to get there.<\/p>\n However, another company is more likely to reach this milestone by the end of the decade — Nvidia (NASDAQ: NVDA). Let’s see why this AI chip giant seems more likely to achieve $1 trillion in annual revenue in 2030 compared to SpaceX.<\/p>\n Nvidia has a massive revenue base, and its growth is still accelerating <\/p>\n Nvidia, the largest company in the world, is expected to clock $392 billion in revenue in fiscal 2027 (which will end in January 2027). That would be an improvement of 82% from the year-ago period. What’s worth noting is that Nvidia reported a 65% jump in revenue in fiscal 2026. However, the arrival of Nvidia’s next-generation Vera Rubin AI processors and the popularity of its Blackwell chip systems are poised to significantly accelerate its growth.<\/p>\n Story Continues <\/p>\n Investors will do well to note that Nvidia expects to sell at least $1 trillion worth of its Vera Rubin and Blackwell chips in 2026 and 2027. The company’s earlier forecast called for $500 billion in revenue from these two generations of chips in 2025 and 2026. Don’t be surprised to see the demand for Nvidia’s chips to increase at a brisk pace through the end of the decade.<\/p>\n McKinsey estimates that global AI data center spending could reach $7 trillion by 2030. The Center for Strategic and International Studies notes that semiconductors will account for 54% of data center spending, suggesting the AI chip market could be worth more than $3.5 trillion in five years. As Nvidia sells entire chip systems that integrate graphics processing units (GPUs), server processors, memory, and networking components into a rack-scale platform, it is well-placed to capitalize on the massive end-market opportunity.<\/p>\n Nvidia’s market share in AI accelerator chips reportedly stood at 80% to 90% last year. Even if Nvidia’s market share slips to just 33% over five years, it could still see its revenue grow to $1 trillion by the end of the decade, given the size of the addressable market discussed above. Additionally, Nvidia has begun to benefit from the next phase of AI applications — humanoid robots and robotaxis.<\/p>\n The market for these applications, which are part of a broader AI subgroup known as physical AI, could be worth a whopping $960 billion in 2033. So, there is ample growth potential for Nvidia beyond just data center chips, as the deployment of AI in physical objects such as cars, drones, and robots could open a much larger market in the long run.<\/p>\n Analysts are expecting Nvidia’s revenue to grow to $670 billion in fiscal 2029 (which will end in January 2029).<\/p>\n Of course, the chart above shows that its annual revenue growth rate is poised to gradually slow down to 22% in a couple of years. However, it could do better than that, as the points discussed above suggest. But even if Nvidia maintains its fiscal 2029 growth rate of 22% for another two years, its top line could reach $998 billion in fiscal 2031, just shy of $1 trillion.<\/p>\n Nvidia’s fiscal 2031 will coincide with the majority of calendar year 2030 (as it will end in January 2031). So, this AI stock seems to have an easier path to $1 trillion in annual revenue by 2030 than SpaceX, and it also suggests Nvidia investors can expect more upside in the long run.<\/p>\n Should you buy stock in Nvidia right now? <\/p>\n Before you buy stock in\u00a0Nvidia, consider this:<\/p>\n The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a>\u00a0for investors to buy now\u2026 and\u00a0Nvidia\u00a0wasn\u2019t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years.<\/p>\n Consider when\u00a0Netflix\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $417,305!*\u00a0Or\u00a0when\u00a0Nvidia\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $1,293,148!*<\/p>\n That performance is why people listen. With a track record of\u00a0beating the S&P 500 by nearly 5x,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of June 19, 2026. <\/p>\n Harsh Chauhan<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Goldman Sachs Group and Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n![\"Nvidia](\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2026\/06\/6255c245d1c4310742911ac2bf564209.png\")
Image source: The Motley Fool. SpaceX is poised to grow remarkably over the next five years <\/p>\n<\/a> Data by <\/a>YCharts<\/a> <\/p>\n