Next year is predicted to be a possible AI boom following the 2024 trend, but it is turning in a different direction from foundational to enterprise innovation. Nvidia (NVDA Financial), an industry leader, is driving the transition with the launch of its much anticipated Blackwell chip as the race to meld AI into real-world uses only accelerates.
AI didn't actually cost anything, but in 2024, Nvidia's market cap hit $3.4 trillion, underscoring AI's role in the Nasdaq's record highs. But it's 2025 that's forecast to put a spotlight on companies embedding AI into their core operations as opposed to investing in infrastructure. The transformative examples seen in AppLovin's move from a $13 billion gaming firm to a $110+ billion AI-driven advertising powerhouse showcase how AI could rewrite profitability and business fundamentals.
The tech business is no longer the only sector adopting AI; it has been expanded well beyond, with industries such as healthcare, finance, and manufacturing ready to be disrupted. As 2025's biggest winners, companies that pivot from foundational investments to operational excellence will emerge. Nvidia CFO Colette Kress said that companies are in a competitive urgency to be first to market with AI solutions.
However, challenges remain. By late 2025, Nvidia's growth is expected to taper off to the mid-40 % range, suggesting an endpoint in infrastructure demand. Now, the question is whether businesses will be able to turn early AI investment into sustained advantages.
2024 was about building the foundation for AI; 2025 will be about delivery. With its AI leaders, Nasdaq is about to enter a new phase of innovation that can help re-envision industries and foster economic growth.
