This stock of artificial intelligence (AI) could be worth more than Nvidia by 2030

Artificial intelligence (AI) was an epic catalyst for Nvidia and many of its great technological peers.
Amazon experienced an increase of almost billions of dollars in its own assessment during the AI revolution.
While Nvidia has higher market capitalization than Amazon today, the electronic and cloud computing giant could skip its semiconductor counterpart at the end of the decade.

Artificial intelligence (AI) has become a major rear wind for technological companies in the past two years. But what is the size of an AI boom factor for the biggest companies in the world?

Consider semiconductor power Nvidia (Nasdaq: NVDA) as an excellent example. Exactly two years ago, Nvidia’s market capitalization was $ 700 billion. Today, it is worth the north of 2.7 billions of dollars – lagging only Microsoft And Apple like the The most precious companies in the world.

During these same two years, electronic commerce and the Cloud Computing giant Amazon (Nasdaq: Amzn) Added just under 1 dollars billion to its own market value. While Amazon follows Nvidia's evaluation today, I think that the company could be worth much more than the semiconductor giant by the next decade.

Let's explore how Amazon's affairs are transformed thanks to the AI revolution. More importantly, I will decompose why I think that action is an obvious purchasing opportunity at the moment for investors to buy and hold in the long term.

Amazon reports its income in six main categories: online stores (electronic commerce), physical stores, third -party sellers services, advertising, subscriptions and Amazon web services (AWS).

Electronic commerce, brick and mortar windows and third -party sellers services all affect the retail industry where Amazon has its roots. Over the years, the company has done a good job to diversify beyond retail trade and get involved in higher margin opportunities thanks to advertising, privileged subscriptions and Cloud Computing (AWS).

While AI has the potential to disturb all the operational segments of Amazon, AWS and Retail are the two that have encouraged me the most.

On the retail side, Amazon invests massively Robotics. Essentially, the company is equivalent to its execution centers with robotic processes that can provide a new level of automation and efficiency to packaging and shipping services. In turn, Amazon should be able to reduce labor costs in its warehouses over time, resulting in greater profitability for its basic retail operation.

Over the past two years, AWS has experienced something of a renaissance thanks to its $ 8 billion investment in the IA anthropic start-up. Amazon teamed up for the first time with Anthropic in September 2023. At the end of the third quarter of 2023, AWS operated at an annual execution rate of $ 92 billion and with an operating income of approximately 30%. At the end of the first quarter of 2025, the AWS revenue execution rate is more than $ 117 billion, while its operating income margin is almost 39%.

This combination of income acceleration and enlargement of beneficiary margins is lucrative. Amazon also makes major movements to strengthen the AWS platform – notably thanks to the development of personalized chipsets and heavy investments in the infrastructure of the data center.

Image source: Getty Images.

Amazon is in the first phases of the development of its own AI chips. His “magnificent Fend Seven” cohorts ” Microsoft,, Meta-platformsAnd Alphabet continue similar ambitions.

Although I don't think it will be catastrophic for Nvidia, it will probably not help him in the long term. In the current state of things today, each of these Megacap technological companies works in close collaboration with Nvidia. But while more high -end AI chip options enter the market, theoretically, these companies will not need to count on Nvidia as strongly.

Already, his rival in the manufacture of Tamias Advanced micro-apparents has already been able to win OracleMeta and Microsoft as a major buyers of its own competing GPUs, investors could therefore want to prepare for less robust growth in Nvidia sales and profits.

If the introduction of more chips that compete with its GPU ends up becoming a headwind for Nvidia, and if its income and profits are less inspiring for growing investors, I think it is very likely that the multiple business evaluation can compress. On the other hand, Amazon seems to be in the early stages to take advantage of new accelerated growth opportunities, especially in AWS and its retail markets.

However, Amazon's evaluation trends suggest that investors do not yet represent a major bonus on improvements in the efficiency of the business or their long -term potential. When you explain to what extent the operating profits have increased in recent years compared to its market capitalization gains, Amazon looks like cheap dirt.

If it maintains its current trajectory, the company should be able to continue to speed up sales while reducing billions of cash flows in the process. This makes me optimistic that Amazon's evaluation could start attending a significant expansion in the coming years compared to peers such as NVIDIA – finally becoming a much larger company by 2030.

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Suzanne Frey, director of Alphabet, is a member of the board of directors of Motley Fool's. Randi Zuckerberg, former Director of Development of the Facebook and Sister of the CEO of Meta Platforms, Mark Zuckerberg, is a member of the board of directors of Motley Fool's. John Mackey, former CEO of Whole Foods Market, a subsidiary of Amazon, is a member of the board of directors of Motley Fool's. Adam Spatacco A positions in Alphabet, Amazon, Apple, Meta Platforms, Microsoft and Nvidia. The Motley Fool has positions and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Oracle. The Motley Fool recommends the following options: Long January 2026 Calls $ 395 on Microsoft and Court January 2026 405 $ calls Microsoft. The Word's madman has a Disclosure policy.

Prediction: this stock of artificial intelligence (IA) could be worth more than Nvidia by 2030 was initially published by the Motley Fool

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