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.