NVIDIA

NVIDIA's H100 GPU is the singular engine powering the AI revolution, used by 90% of large language models including ChatGPT and Gemini. Founded in 1993, the company achieved a $3 trillion market cap by 2024, surpassing Meta at #10 in valuation by nearly $1.5 trillion. Its near-monopoly on AI compute infrastructure stems from the CUDA ecosystem, which ties developers to its hardware. The H100 delivers 30x faster AI training than its predecessor, the A100, and outperforms #9 Intel's chips in AI workloads by a factor of 20. This dominance reshaped both the semiconductor and cloud computing industries, making NVIDIA the de facto standard for deep learning.