PANews|Nov 17, 2025 09:06
[Report: NVIDIA's Market Cap May Reach $6 Trillion by 2026, Perplexity Faces Bearish Sentiment]
At the Cerebral Valley Summit held in San Francisco, over 300 attendees participated in an anonymous survey, revealing diverse opinions within the industry regarding the future development of the AI sector. Regarding OpenAI's annualized revenue forecast, industry insiders believe its revenue will reach $30 billion by the end of 2026, and NVIDIA's market cap will hit $6 trillion, though the growth rate may not be as rapid as previously anticipated.
Additionally, the independent committee report from OpenAI and Microsoft on whether AGI (Artificial General Intelligence) will be achieved may not be released until 2030 at the earliest. While OpenAI is expected to continue dominating the LMArena rankings in 2026, more attendees expressed a preference for investing in Anthropic over OpenAI. Furthermore, Perplexity is considered the most controversial startup and has become one of the top targets for short-selling among industry insiders.
The summit also discussed reverse acquisition trends in the AI sector, including cases such as Meta with ScaleAI and Google with Character. Participants pointed out that major tech companies are accelerating such acquisitions due to antitrust scrutiny pressures and competition for limited talent resources, and they are willing to invest significant funds to maintain a competitive edge. Industry insiders believe these transactions are driven more by the competition for top talent rather than purely technological integration.
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