Three years. That's all it took for the AI gold rush to rewrite the rules.
When ChatGPT dropped in late 2022, OpenAI was valued at a modest $14 billion. Fast forward to today? We're staring at a $500 billion valuation. That's a 35x jump. But here's the kicker—NVIDIA rode the same wave even harder. Their market cap exploded from $422 billion to $4.3 trillion. Yeah, trillion with a T.
The math is simple: AI infrastructure eats the world, and whoever builds the picks and shovels wins. While everyone debates which chatbot sounds smarter, the real money flows to the hardware powering the compute arms race.
This isn't just a tech story. It's a reminder that in every boom cycle, the infrastructure layer captures disproportionate value. Sound familiar? Think exchanges in crypto, cloud providers in SaaS. Same playbook, different era.
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SilentObserver
· 12-02 21:21
It's another story about infrastructure, and every time it's the miners who make the most profit.
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ForkPrince
· 12-02 00:39
It's the same old trick of infrastructure again... But ngl, Nvidia really went hard this time, 4.3 trillion is a bit absurd.
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SelfRugger
· 11-30 20:01
Wow, NVIDIA is going to da moon this time, from over 400 billion to 4.3 trillion... it's really a lying win rhythm.
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CounterIndicator
· 11-30 03:24
nv this wave is directly To da moon, hardware is the eternal winner...
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DataOnlooker
· 11-29 22:56
It's the same old trick, infrastructure is the real deal, everything else is just a trap...
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FOMOrektGuy
· 11-29 22:56
Selling shovels always makes money; those who discuss whose excavator looks good are destined to become suckers... This time I finally saw it right.
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TestnetFreeloader
· 11-29 22:48
Wow, Nvidia really hit the jackpot this time, the chip business is always the most stable!
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GhostInTheChain
· 11-29 22:47
It's again the scenario where the infrastructure makes money while the application layer gets the scraps, and crypto is like this too...
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CantAffordPancake
· 11-29 22:42
4.3 trillion? Bro, this number is dazzling to me. It feels like those who speculate on chips earn more than those who speculate on models.
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DegenWhisperer
· 11-29 22:30
Ngl, Nvidia is the real winner; chips are always in demand, but any GPT model can be replaced.
Three years. That's all it took for the AI gold rush to rewrite the rules.
When ChatGPT dropped in late 2022, OpenAI was valued at a modest $14 billion. Fast forward to today? We're staring at a $500 billion valuation. That's a 35x jump. But here's the kicker—NVIDIA rode the same wave even harder. Their market cap exploded from $422 billion to $4.3 trillion. Yeah, trillion with a T.
The math is simple: AI infrastructure eats the world, and whoever builds the picks and shovels wins. While everyone debates which chatbot sounds smarter, the real money flows to the hardware powering the compute arms race.
This isn't just a tech story. It's a reminder that in every boom cycle, the infrastructure layer captures disproportionate value. Sound familiar? Think exchanges in crypto, cloud providers in SaaS. Same playbook, different era.