Chip stocks up 6.2x since ChatGPT launch: semi market cap soars from $2.44T to $17.73T
firstadopter · x · 2026-10-10
Semiconductor market cap up 6.2x in the AI era
An analysis of 20 semiconductor and AI infrastructure companies shows their combined market cap grew from $2.44 trillion to $17.73 trillion (as of Oct 9, 2026) since ChatGPT 3.5 launched on Nov 30, 2022.
Top beneficiaries:
- Nvidia: 12.6x growth, dominating AI training/inference compute with a 75% gross margin reflecting strong pricing power
- AMD: 7.0x growth, expanding in AI accelerators and server CPUs
The reposter notes chip stocks have been the biggest winners of the AI boom.
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