Bitcoin could soar in value by more than 21,000% during the next two decades, leaving tech stocks in the rearview mirror.

As a result, Broadcom and Nvidia are positioned to benefit for years as the AI industry expands from 2023's global market size of $136 billion to an estimated $827 billion by 2030. This is one reason owning shares in both is a great way to invest in the secular trend of AI.

The more than $200 billion rally came after Huang said the company’s customers are “emotional” and “tense” due to their desire for more of Nvidia’s high-tech products.

The semiconductor space has been an important driver for the stock market, helped especially by Nvidia Corp.’s dramatic sales growth — the company’s most recent quarterly revenue was 4.5 times as high as it was two years earlier.

But Nvidia isn't the only AI chip stock in the market. And CEO Jensen Huang just explained why another company may be worth owning, perhaps even more so than his own company. Image source: Getty Images.