#3
NVIDIA
NVIDIA's transformation from a gaming GPU maker to the backbone of global AI infrastructure is the most spectacular corporate reinvention of the 2020s — its market cap surged from roughly $300B in 2022 to nearly $3 trillion by mid-2024. The H100 and H200 Tensor Core GPUs dominate large-scale AI model training. NVIDIA posted $130B in revenue in fiscal 2025, roughly five times its fiscal 2023 total.
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