This cloud computing giant could beat Nvidia to the $10 trillion milestone.

Nvidia is currently the largest company in the world with a market cap of $4.5 trillion. Given Nvidia's dominance in the global artificial intelligence (AI) semiconductor space and the billions of dollars that are going to be spent on building out AI data center infrastructure in the long run, it is easy to see why there are murmurs on Wall Street that it has the potential to achieve a $10 trillion market cap.

It won't be surprising to see Nvidia indeed reaching that mark thanks to its solid moat and the $5.2 trillion that's expected to be invested in AI data centers over the next five years. However, investors should also account for the rising competition that Nvidia is likely to face from competitors s

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