By Ananya Gairola
Publication Date: 2026-05-08 12:01:00
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On Monday, tech-focused investment firm Altimeter Capital founder and CEO Brad Gerstner said that Nvidia Corp. could become the world’s first $10 trillion company.
Brad Gerstner Makes Bold Nvidia Prediction Amid AI Boom
Speaking with CNBC’s Scott Wapner at the Milken Conference, Gerstner said Nvidia remains one of Altimeter’s largest holdings and argued the chipmaker is still undervalued despite its massive rally.
“We understand the concerns that are in the market,” Gerstner said, acknowledging investor caution around soaring AI-related valuations.
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Still, he maintained that if AI develops as expected, Nvidia’s role as a dominant supplier of advanced chips could drive significantly greater upside over the next several years.
“I think Nvidia will be the first $10 trillion company,” Gerstner said.
Nvidia’s AI Leadership Drives Long-Term Growth Thesis
Gerstner pointed to Nvidia’s leadership in AI chip efficiency, including superior performance measured by token generation per watt and per dollar, as key advantages supporting future growth.
He argued that rapid increases in AI token demand — the computational units behind generative AI systems — will continue fueling massive infrastructure investment.
According to Gerstner, Nvidia’s valuation, trading at roughly 13 to 14 times earnings, does not fully reflect the scale of…
