NVIDIA

NVIDIA surged to a ~$3.3 trillion market cap on the back of insatiable global demand for its AI accelerator chips, cementing its status as the most critical infrastructure company of the AI era. Its H100 and next-generation Blackwell GPUs are the engines powering OpenAI, Google DeepMind, Meta AI, and virtually every major AI training workload on the planet. NVIDIA's data center revenue eclipsed $100 billion on an annualised basis in late 2025, a figure that was virtually zero just four years earlier. This revenue growth is 3x faster than the average among other top 10 tech companies, and its data center segment alone now exceeds the entire market cap of #1 Apple's Services revenue by over 20%.