Report: Nvidia's market capitalization may reach $6 trillion by 2026, Perplexity faces bearish sentiment.

PANews, November 17, news from the Cerebral Valley Summit held in San Francisco, where more than 300 participants engaged in an anonymous survey. The survey results show a variety of opinions within the industry regarding the future development of the AI sector. Regarding OpenAI's annual revenue forecast, industry insiders believe that by the end of 2026, its revenue will reach $30 billion, and NVIDIA's market capitalization will reach $6 trillion, but the rise may not be as rapid as previously expected. In addition, the independent committee report by OpenAI and Microsoft on whether AGI (Artificial General Intelligence) has been achieved may not be released until as late as 2030. Although OpenAI is expected to continue dominating the LMArena ranking in 2026, more participants expressed a preference to invest in Anthropic rather than OpenAI. Additionally, Perplexity is considered the most controversial startup and has become one of the most shorted targets by industry insiders. During the conference, the trend of reverse acquisitions in the AI field was also discussed, including transaction cases like Meta with ScaleAI and Google with Character. Participants pointed out that large tech companies are accelerating such acquisitions due to antitrust scrutiny and competition for limited talent resources, and are willing to invest significant funds to maintain a competitive edge. Industry insiders believe that these transactions are more about the competition for top talent rather than mere technology integration.