Row 64749

Row ID: 64749 | Dataset Entry | Axioma AXP Content Repository

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There is a limit to how big a company’s revenue can grow, and that is the TAM. What I think most casual investors get wrong is the TAM of AI infrastructure. If you based your analysis on a $100 billion TAM, you will come to a very different conclusion from someone using a $1 trillion TAM. 90% of $100 billion is $90 billion, 20% of $1 trillion is $200 billion. People underestimated the TAM by order of magnitude and think Nvidia has not much growth left. If we use the trillion dollar TAM, Nvidia will have to make a lot of mistakes to only capture 20% of the TAM, and that’s more than double the current revenue.

There will be competitions, and there will be margin compression, but Nvidia still have a lot of growth ahead in the next decade.

FieldValue
text There is a limit to how big a company’s revenue can grow, and that is the TAM. What I think most casual investors get wrong is the TAM of AI infrastructure. If you based your analysis on a $100 billion TAM, you will come to a very different conclusion from someone using a $1 trillion TAM. 90% of $100 billion is $90 billion, 20% of $1 trillion is $200 billion. People underestimated the TAM by order of magnitude and think Nvidia has not much growth left. If we use the trillion dollar TAM, Nvidia w…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

{
  "text": "There is a limit to how big a company’s revenue can grow, and that is the TAM. What I think most casual investors get wrong is the TAM of AI infrastructure. If you based your analysis on a $100 billion TAM, you will come to a very different conclusion from someone using a $1 trillion TAM. 90% of $100 billion is $90 billion, 20% of $1 trillion is $200 billion. People underestimated the TAM by order of magnitude and think Nvidia has not much growth left. If we use the trillion dollar TAM, Nvidia will have to make a lot of mistakes to only capture 20% of the TAM, and that’s more than double the current revenue.\n\nThere will be competitions, and there will be margin compression, but Nvidia still have a lot of growth ahead in the next decade.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
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