Nvidia is the biggest winner from the pandemic.
The gaming chip giant's share nearly doubled from the end of 2019.
There's no doubt about it, the computer hardware industry came out on top during COVID-19. While people were stuck at home during the pandemic, there was a higher demand for computer hardware for people working at home. There was also more time for gamers to invest in better, faster gaming equipment.

Using Similarweb's alternative datasets, we can see that website traffic to the U.S. computer electronics hardware industry surged 48% year-over-year (YoY) in 4Q20. Indeed on a YoY basis, 1Q20 traffic dropped 4%, before rising 24% in Q2 and 32% in Q3.

The industry experienced peaks in May during the height of the pandemic and Memorial Day sales and experienced an even larger peak in November during Black Friday sales.