r/investing
Market Cap by 2030 for AI infra playes ??
Author sees strong AI demand pushing NVDA, MU, SNDK, NBIS higher, but doubts the macro feasibility of funding a 25-30T sector market cap.
- Strong AI infrastructure demand is expected to persist until 2030.
- Physical AI will enter mainstream by 2028-2029, adding another growth catalyst.
- A 25-30 trillion market cap for AI infra players requires unsustainable capital inflows.
- Funding such massive growth might require other areas of the economy to perform poorly.
Every article I read nowdays state that AI infrastructure demand is very strong and is going to continue until 2030. There are also articles around Physical AI, still in fancy stage, and that will enter mainstream somewhere in 2028-2029 nad peak until 2035.
I feel stocks like NVDA, MU, SNDK, NBIS all have had a good run but witht the demand commentry being fed all these should go way higher from here.
At this pace all these AI infra players in 5 years should be 25-30 trn Market cap. Where is soo much capital gonna come from. Certain areas of the economy hav eto perform really bad for this work.
I am confuse where to play for next 5 years.