By Anders Bylund
Publication Date: 2026-02-20 14:09:00
Looking for the “next” giant, not the current one? These two picks could be bigger than Nvidia in 10 years, especially if the chip giant’s growth rates cool down.
Nvidia (NVDA 0.04%) is having a moment you’ll see in the next generation’s business schools. Its chips have become the backbone of the modern AI boom, and Wall Street has rewarded that dominance with a staggering $4.5 trillion market cap as of Feb. 17, 2026.
Now, Nvidia is clearly a great company in the midst of an AI-flavored gold rush. But I’m interested in a long-term perspective today: Which businesses could plausibly have even larger market caps 10 years from now?
A decade is enough time for competitors to catch up, for customers to build more in-house, and for skyrocketing valuations to run into that most stubborn force in finance: gravity.
Let’s talk about two businesses I think could be even larger than Nvidia by 2036, especially if Nvidia’s hypergrowth slows down.
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