Creatix Money / August 21, 2025
Did you have a little extra cash a couple of years ago, say in early 2023? For every $1 invested in NVIDIA back "then", you would have about $13 today. That's 13x on your money from doing nothing other than mastering the art of owning. That's money working for you instead of you working for it.
The world changed on November 30, 2022, with the release of ChatGPT (Wikipedia). If you were paying attention, you would not have missed the remarkable milestone that OpenAI's revolutionary product represented in the history timeline of humanity. There was ample media coverage.
As of early November 2022, just before ChatGPT’s release, analysts were reporting that a particular chipmaker was a Strong Buy:
-
A consensus rating of ‘Buy’ or ‘Strong Buy’ from Refinitiv data, with 11 “strong buy,” 20 “buy,” and 13 “hold” recommendations. The median price target suggested a 30% increase in 12 months.
The stock? Nvidia of course.
At that time, in connection with the release of ChatGPT, the sentiment towards NVIDIA was strongly bullish:
-
Bank of America, KeyBanc, and Oppenheimer raised price targets in early 2023, citing robust AI-driven demand. These updates came in February 2023 as early post-ChatGPT launch reactions.
True, by November 2022, there weren’t any widely published reports explicitly stating that ChatGPT was running on NVIDIA GPUs. Most public disclosures at that point mentioned only that it ran on Microsoft Azure infrastructure, without detailing the specific hardware components.
However, by early 2023, especially around March, several reliable sources began to emphasize and highlight NVIDIA's role in the AI revolution.
It was reported that OpenAI's ChatGPT operated on NVIDIA-powered infrastructure: it was hosted on a Microsoft Azure supercomputing architecture specifically built for OpenAI and powered by NVIDIA GPUs (Wikipedia).
TrendForce, a market intelligence firm, estimated that ChatGPT would require over 30,000 NVIDIA GPUs as deployment scaled (Tom's Hardware). This rang all sorts of bull bells on Wall Street about NVIDIA. The rest, dear friends, is history. In a little over 2 years, NVIDIA has returned more than 10x.
Here’s what the data shows:
-
From November 2022 to January 2025, NVIDIA’s stock advanced approximately 1,000% (i.e. roughly tenfold gain) (Investopedia, fool.com).
-
Similarly, others reported a 950% surge since ChatGPT launched, solidifying its status as the best-performing stock in the S&P 500 during that period (nasdaq.com).
To put that in perspective: if you had an extra $1,000 two years ago and had wasted it on NVIDIA, you would have h approximately $13,000 by now. If you were a baller with a crazy extra $1M to burn and had burned it on NVIDIA. you would have $13M to burn now.
-
ChatGPT debuted on November 30, 2022.
-
At that time, even before knowing that the AI "magic" of ChatGPT was made possible by NVIDIA GPUs, most analysts were bullish on NVIDIA. There was a Strong Buy/Buy consensus and targets implying ~30% upside.
-
The market quickly discovered the connection between OpenAI's and NVIDIA GPUs. Since then, NVIDIA stock has delivered approximately 13x returns.

Comments
Post a Comment