Part 6/11:
Notably, Nvidia already accounts for 15% of US GDP with its AI-driven market cap. The prediction is that Tesla, leveraging its AI, battery, and transportation innovations, could reach multiple times Nvidia’s current percentage. Some estimates suggest Tesla’s value might be seven times Nvidia’s proportion of GDP by 2045, translating to a total valuation of hundreds of trillions in nominal dollars.
This emphasizes that the scale of value creation in the coming decades isn't just a theoretical curiosity but rooted in observable trends like:
Rapid growth of AI-centric firms
The acceleration of digitization of the economy
The falling costs and increasing capabilities of robotic systems