Artificial intelligence (AI) was the primary investment theme of 2025. Across the market, companies tied to AI infrastructure saw their valuations surge as hyperscalers and enterprises poured billions into data centers, chips, and supporting hardware. At the center of this boom is Nvidia (NVDA), whose processors continue to power the most advanced AI systems. Nvidia maintained its solid growth streak in 2025, posting record quarterly results. Demand for its AI chips remained robust throughout 2025, and m ...