By Rishabh Mishra
Publication Date: 2026-03-21 00:31:00
Despite recent stock market “digestion,” Wedbush Securities analyst Dan Ives remains ultra-bullish on Nvidia Corp., projecting the chipmaker will hit a $6 trillion market capitalization by 2027 as the artificial intelligence (AI)revolution enters its next aggressive phase.
In a recent interview with CNBC International, following Nvidia’s GTC event, Ives dismissed concerns over the stock’s recent “treadmill” price action, attributing the volatility to the company becoming a “victim of their own success.”
While some investors are demanding immediate proof of further growth, Ives argues that we are only in year three of an 8 to 10-year build-out. “There’s one chip in the world fueling the AI revolution, and that’s Nvidia,” Ives stated, referring to CEO Jensen Huang as the “Godfather of AI.”
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He noted that the demand-to-supply ratio for Nvidia’s chips currently sits at a staggering 12-to-1, a gap that suggests the company is “sandbagging” its long-term guidance by 20% to 30%.
The crux of the Wedbush thesis lies in the sheer scale of the addressable market. While the market currently eyes a $3 trillion to $4 trillion opportunity in inference and hardware, Ives believes the trajectory is much steeper.
“I think this is a $6 trillion market cap by 2027,” Ives predicted, citing a massive backlog and the transition of Nvidia from a mere chip provider to a foundational platform.
As per the last check, Nvidia’s…
