MarketsVerified
Nvidia became the first company in history to reach a $4 trillion market capitalisation
SourceReuters·July 2025
ALLFACTSAI · THE INTELLIGENCE CLUB
The AI boom
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▾NVIDIA became the first company in history to cross a $4 trillion market capChatGPT hit 100M users in 2 monthsBig Tech is spending over $300B a year on AI infrastructureTSMC manufactures over 90% of the world's most advanced chipsTraining frontier models now costs hundreds of millions of dollarsAI data centers are becoming the new oil fieldsNVIDIA became the first company in history to cross a $4 trillion market capChatGPT hit 100M users in 2 monthsBig Tech is spending over $300B a year on AI infrastructureTSMC manufactures over 90% of the world's most advanced chipsTraining frontier models now costs hundreds of millions of dollarsAI data centers are becoming the new oil fields
LIVE FACTS
THE AI VALUE CHAIN
Follow the money through the boom
Every layer of the AI build-out, from the power grid to the software that has to pay for it all. Pick a layer to see who owns it and what decides whether they win.
Accelerators
The engineGPUs and custom silicon convert capital into compute. This layer captures the largest share of AI spending — and sets the price of intelligence.
What to watch
Data-center revenue, backlog, custom-silicon share shift, gross margin.
NVDANvidiaAMDAMDAVGOBroadcomMRVLMarvell
THE AI CAPEX TRACKER
SAMPLE DATA · LIVE AT LAUNCHThe number that moves everything
Four balance sheets fund most of the boom. Their combined capital spending is every other company's revenue — which is why one guidance revision can reprice the entire chain.
Combined quarterly capex · big four
$97B+106% vs Q1 24
MSFT$27Blatest
GOOGL$23Blatest
AMZN$29Blatest
META$18Blatest
Data table
| Quarter | MSFT | GOOGL | AMZN | META | Total |
|---|---|---|---|---|---|
| Q1 24 | $14B | $12B | $14B | $7B | $47B |
| Q2 24 | $16B | $13B | $16B | $8B | $53B |
| Q3 24 | $17B | $14B | $18B | $9B | $58B |
| Q4 24 | $19B | $15B | $21B | $10B | $65B |
| Q1 25 | $21B | $17B | $23B | $12B | $73B |
| Q2 25 | $23B | $19B | $25B | $14B | $81B |
| Q3 25 | $25B | $21B | $27B | $16B | $89B |
| Q4 25 | $27B | $23B | $29B | $18B | $97B |
Sample figures shown to demonstrate the tracker. Wired to primary filings data at launch.
THE AI EXPOSURE SCORE
ILLUSTRATIVE PREVIEWHow much AI is really in there?
Everyone claims to be an AI company. This scores what actually is — across four factors, from real AI revenue to how hard the business is to design around. Connect your portfolio at launch to score every holding you own.
96/ 100
Nvidia
Accelerators
AI revenue share95
How much of today's revenue is genuinely AI-driven
Chain criticality99
How hard this company is to design around
Capex leverage97
Sensitivity to hyperscaler spending decisions
Moat durability92
Resistance to substitution and competition
The purest expression of the trade. Almost everything it sells exists because of AI — which cuts both ways.
Preview of the scoring model — values shown are directional, not investment ratings. Full sourced methodology publishes at launch.
FACT PROVENANCE
Every fact has a receipt
The internet is filling up with confident nonsense about AI. Every number we publish carries its source and its date — visible, on the card, every time. If it can't be sourced, it isn't a fact and it doesn't ship.
ComputeVerified
Compute used to train frontier language models has grown roughly 5× per year since 2020
ComputeVerified
The total computing power of the installed stock of AI chips is growing about 3.4× per year
AdoptionVerified
ChatGPT was estimated to have reached 100 million monthly users roughly two months after launch
SourceUBS, reported by Reuters·February 2023
HardwareVerified
AI chip performance per dollar has been improving by approximately 1.37× per year
Supply chainVerified
TSMC manufactures the large majority of the world's most advanced logic chips
SourceIndustry estimates·2025
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