NVIDIA

Founded in 1993, NVIDIA became the de facto standard supplier for AI chips as GPUs proved to be the most efficient hardware for the massive parallel computation required by AI training and inference. Today, NVIDIA chips power the majority of AI servers worldwide, forming the core infrastructure behind ChatGPT, Claude, Gemini, and virtually every major AI service.

As of April 2026, NVIDIA has also moved aggressively into AI model development. Nemotron Super 49B and Nemotron Ultra 253B — fine-tuned on the Llama architecture — rank among the top reasoning models on major benchmarks. The company also released Cosmos, a world foundation model for physical AI targeting robotics and autonomous driving. Long-term, the growing push by major customers like Google, Amazon, and Meta to develop their own chips remains a key variable for market share.