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Nvidia Unlocks New AI Frontiers, Targets $3-5 Trillion Opportunity
10 Oct
Summary
- Nvidia capturing larger share of cloud services spending
- New AI uses in healthcare, law, and industrial automation emerging
- Nvidia's flexible GPUs give it long-term edge over competitors
According to a recent analysis by Morgan Stanley, chipmaker Nvidia (NVDA) is well-positioned to capitalize on the growing demand for AI and cloud services. As of October 11th, 2025, the company is capturing a larger share of the money being spent on cloud infrastructure, and its management team remains very confident about future growth prospects.
Interestingly, much of Nvidia's recent success has come from companies switching from traditional CPUs to Nvidia's GPUs for existing applications. However, the truly transformative uses of AI are just beginning to emerge in areas like healthcare, law, and industrial automation. These new AI-powered applications could be the next big growth drivers for the company.
Looking ahead, Morgan Stanley's analysts believe the AI infrastructure market could grow to a staggering $3-5 trillion by 2030. Nvidia's flexible GPU platform and its ability to tailor AI models for specific industries are expected to give the company a long-term edge over competitors like AMD, despite their recent partnership with OpenAI. While other chipmakers can produce strong chips for specific tasks, Nvidia's all-in-one solution appears to be the preferred choice for companies looking to harness the full potential of AI.
