Cloudflare Outshines Nvidia in AI Stock Surge
Nvidia's dominance in the AI chip market has been challenged by Cloudflare, whose stock has surged 110% in 2025—far outpacing Nvidia's 32% growth. While Nvidia remains the world's largest company with a $4.3 trillion market cap, its slower growth trajectory has investors eyeing smaller, high-potential players.
Cloudflare, traditionally known for content delivery and cybersecurity, is now capitalizing on AI hardware demand through its global GPU network. The shift highlights how niche innovators can eclipse even the most entrenched giants in the rapidly evolving AI sector.