NVIDIA: Inference & Compute

NVIDIA is the dominant force in AI computing hardware, providing the GPU accelerators that power the vast majority of AI training and inference workloads worldwide. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, the company evolved from a graphics chip maker into the backbone of the AI revolution. Its H100 and Blackwell B200 GPUs are the industry standard for training large language models, and its CUDA software ecosystem has created a deep moat that makes switching to alternative hardware difficult for most AI teams.

Beyond hardware, NVIDIA offers a comprehensive AI software stack including TensorRT for inference optimization, Triton Inference Server for model deployment, and NVIDIA AI Enterprise for end-to-end AI workflows. DGX Cloud provides GPU-as-a-service starting at $36,999 per instance per month with eight H100 GPUs, while the NGC catalog offers GPU-optimized containers and pre-trained models.

With a market capitalization that has exceeded $5 trillion, NVIDIA reported $215.9 billion in revenue for fiscal 2026, up 65% year-over-year. The company employs approximately 42,000 people and continues to expand its reach across data centers, autonomous vehicles, robotics, and healthcare AI applications.