Bank of America projects the global semiconductor market will nearly double to $3.2 trillion by 2030 as Nvidia $NVDA B200 rental rates hold firm at $5.72 per hour! KEY HIGHLIGHTS: • Wafer fabrication equipment spending is projected to surge from $155.9B to $359.8B by 2030 to meet booming AI demand • Nvidia maintains elite financial efficiency with a 63% net margin, 117% ROE, and a 167.2% 3-year EPS CAGR • Insatiable demand for next-gen B200 GPUs reinforces Nvidia's dominant position across global AI infrastructure THE RATING: Sector-leading 63% net margins, a 167.2% 3-year EPS CAGR, and massive long-term market expansion keep the Seeking Alpha Quant score for $NVDA at a STRONG BUY. Do you think the semiconductor market will hit Bank of America's $3.2 trillion target by 2030, or will hardware constraints slow down growth? Drop your take below!