The $610B opportunity that's up for grabs

Nvidia makes $170B in data center revenue a year. That leaves a $440B gap. Who fills it?

This is wild. Data center infrastructure spending is forecasted to hit $1T in annual spend by 2030.

61% goes to servers. That’s $610B.

Nvidia’s current data center revenue in 2025 is ~$170B.

That’s a $440B shortfall.

So, who fills it?

Does Nvidia scale to meet demand? Or does a $610B market create enough gravity to pull in real competition like custom silicon from hyperscalers, ASICs optimized for inference, architectures we haven’t seen yet?

Source: IOT Analytics

If you’re building in this space, definitely reach out!