By Anders Bylund
Publication Date: 2026-02-20 12:00:00
Key Points
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Nvidia’s AI dominance has driven a massive market cap, but a decade is plenty of time for leadership to shift.
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Alphabet has multiple growth engines, with Google Cloud’s AI-driven expansion as a major catalyst.
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Even if Berkshire does not pass Nvidia on a strict 10-year timeline, its diversified model should still deliver steady long-term gains.
- 10 stocks we like better than Alphabet ›
Nvidia (NASDAQ: NVDA) 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?
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
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.
