If Artificial General Intelligence becomes even partially realized over the next few years, the demand for NVDA high-performance computing could soar exponentially

Following a challenging second half of 2024, investors have expressed a positive outlook on Super Micro Computer, Inc. SMCI, with its shares gaining 97% this year and outpacing NVIDIA Corporation’s NVDA gain of 31.

Admittedly, it's hard to envision Nvidia doing it again. After all, the GPU maker now sports a market cap of over $4.2 trillion -- the highest valuation for any company ever. To turn $10,000 into $1 million, Nvidia's market cap would have to grow to a mind-blowing $420 trillion.