Chip giants dominate the markets: Nvidia sets standards for 2025

The technological developments of 2024 have intensified the competitive pressure in the field of artificial intelligence, with the communication and information technology sectors in particular achieving significant returns. The AI-driven growth was so remarkable that the S&P Large Cap Index recorded a return of over 20% for the first time in two consecutive years since 1998. The year 2025 is expected to be a test for AI investments, following analysts' previous critical scrutiny of the enormous expenditures. However, the recent announcement of a billion-dollar investment in artificial intelligence by a technology giant has cast these doubts in a new light. As a result, semiconductor stocks saw significant price gains, clearly indicating that the AI success story is not yet over. A look at the ten most promising mega-cap stocks for 2025 reveals the dominant role of the chip industry, led by Nvidia. Known for its market-leading graphics cards, Nvidia tripled its stock value in 2024, driven by the increasing demand for their hardware technological excellence. Although not originally designed for AI applications, Nvidia's GPUs play a central role in training large language models. With the introduction of the powerful Blackwell GPU line in 2025, specifically addressing AI requirements, Nvidia is likely not only to further strengthen its core business but potentially also to access new business areas like cloud services or robotics. These strategic opportunities could help Nvidia remain relevant in the highly competitive market and further increase the company's value. Analysts have recognized the company's potential: Nvidia is the most held stock by US fund managers and was also the most popular among private investors in 2024. This strong demand is likely to continue in the coming year.