AI Stocks That Surged with ChatGPT: Biggest Winners in the U.S. Market

ChatGPT Sparks AI Boom: These U.S. AI Stocks Are the Biggest Winners in 2025

Since the viral rise of ChatGPT in late 2022, the generative AI wave has swept across global capital markets. By mid-2025, its impact has already reshaped the U.S. stock market landscape. From chipmakers to data center giants, from enterprise software to AI model startups, AI has become one of the most lucrative themes on Wall Street.

So which companies have truly ridden this AI wave to become the biggest winners?

1. NVIDIA（NVDA）：Still the King of AI Chips

In 2025, NVIDIA continues to dominate the AI GPU space. Despite rising competition from AMD and startups like Cerebras, NVIDIA’s H100 and B200 series chips still hold over 75% of the training market share.

Backed by cloud giants like Microsoft, Amazon, Meta, and Google, NVIDIA’s data center revenue exceeded $90 billion in fiscal year 2025, more than double that of 2023.

NVIDIA is no longer just a chip company — it’s deeply involved in software stacks like CUDA, AI inference platforms like TensorRT, and even full-stack AI systems like DGX.

Stock performance since 2023: +340%

2. Super Micro Computer（SMCI）：The AI Server “Dark Horse”

As NVIDIA’s key server partner, Super Micro has benefited enormously. It provides AI server solutions for AWS, Oracle, and Meta. Its modular, energy-efficient designs are tailor-made for AI training and inference clusters.

In 2025, SMCI’s revenue growth rate surpasses Dell and HPE, and its net profit margin exceeds 12%, making it one of the fastest-growing server manufacturers globally.

Although its stock experienced volatility in Q1 2025, institutional holdings remain high.

Stock performance since 2023: +420%

3. Palantir（PLTR）：From Defense Tech to Enterprise AI

Palantir’s Gotham and Foundry platforms have become integral tools for governments and enterprises globally. In 2025, its AI platform (AIP) has helped clients in healthcare, finance, and energy sectors automate complex workflows and enhance real-time decision-making.

Palantir is one of the few pure-play AI software companies with strong profitability and positive cash flow.

Its deep government ties and growing commercial customer base make it a strategic AI asset.

Stock performance since 2023: +250%

4. Microsoft（MSFT）：Not Just an Investor in OpenAI

Microsoft isn’t just OpenAI’s biggest backer; it’s also the biggest integrator. From Azure’s AI cloud platform to AI-powered Copilot in Office and GitHub, Microsoft has turned AI into a productivity engine.

In 2025, AI-driven productivity tools contribute over $20 billion in new annual revenue.

Its AI advantage is deeply embedded across products, cloud, and enterprise SaaS, reinforcing its long-term growth narrative.

Stock performance since 2023: +110%

5. C3.ai（AI）：Speculative, but Still in the Game

C3.ai positions itself as an enterprise AI platform provider. Though its financials remain less impressive than peers, its pure-play ticker “AI” and speculative appeal keep it in the spotlight.

In 2025, it launches vertical-specific AI tools for manufacturing, energy, and defense — but competition from larger players intensifies.

Stock performance since 2023: +80%

6. Broadcom（AVGO）：A Quiet Beneficiary

Most investors associate Broadcom with networking and semiconductors, but its custom AI accelerators for hyperscale data centers (especially Google and Meta) have become a hidden growth driver.

Its acquisition of VMware in 2023 also pays off in 2025, enabling edge AI and virtualization solutions to flourish under hybrid cloud strategies.

Stock performance since 2023: +145%

Looking Ahead: Is the AI Rally Sustainable?

By mid-2025, U.S. markets have priced in much of the “AI productivity boom.” However, the true impact of AI on real-world productivity, cost efficiency, and software licensing models is still unfolding.

Key risks ahead include:

High valuation multiples in AI chip stocks
Rising geopolitical tech tensions (especially with China and Taiwan)
Regulatory scrutiny over AI-generated content and privacy

Yet from a long-term perspective, generative AI remains a structural trend — similar to cloud computing in 2010s. For investors, staying selective and watching earnings execution will be key.