6 charts that capture Nvidia’s AI-fueled rise
From Yahoo Finance: 2025-05-26 06:25:00
Nvidia’s stock, symbol NVDA, has skyrocketed nearly 700% since the launch of ChatGPT in late November 2022, outperforming the S&P 500. The chipmaker has become a cornerstone of the recent bull market, dominating the AI arms race with a market cap now over $3.3 trillion.
The Magnificent Seven, including Nvidia, Apple, Alphabet, Microsoft, Amazon, Meta, and Tesla, have collectively seen their market cap surge from $7 billion to over $16.8 trillion in just two and a half years. These tech giants now represent 32% of the S&P 500’s market cap, up from 22% in November 2022.
Nvidia’s financial performance reflects its stock surge, with revenue skyrocketing from $6.3 billion to $35.3 billion in two years. Data center revenue, driven by AI chip sales, has grown nearly 900% from the fourth quarter of 2023 to the final quarter of 2025, surpassing industry peers like Alphabet.
Large swings in Nvidia’s shares have influenced market sentiment, with the Magnificent Seven contributing 52% of the S&P 500’s gain since November 2022. Nvidia alone accounts for 17.21% of this increase, far surpassing other tech giants like Microsoft.
As the epicenter of the AI boom, Nvidia’s dominance in the market has reshaped the technological landscape. With its data center revenue segment fueling massive growth, Nvidia has established itself as a key player in the AI arms race, outpacing competitors like Intel and AMD.