NVIDIA

NVIDIA Corporation (NASDAQ: NVDA) is the foundational AI infrastructure company and, at roughly $5.2 trillion in market capitalisation as of June 2026, the most valuable company in the world — the first to cross $5 trillion (October 2025). Founded in 1993 and headquartered in Santa Clara, California, under co-founder and CEO Jensen Huang, NVIDIA designs the GPUs, networking, systems, and software that the entire AI industry is built on.

The company reported record fiscal-2026 revenue of $215.9 billion, of which Data Center revenue was $193.7 billion, up 68% year over year. Its Blackwell platform (GB200 and GB300 NVL72 rack-scale systems, with GB300 already roughly two-thirds of Blackwell revenue) has been deployed as nearly 9 gigawatts of AI-factory capacity across hyperscalers, neoclouds, and AI labs, and the next-generation Vera Rubin architecture is on track to ramp in the second half of fiscal 2027.

Management has cited around $500 billion of cumulative Blackwell and Rubin revenue visibility from the start of 2025 through the end of 2026. NVIDIA's durable advantage is full-stack vertical integration: Hopper and Blackwell GPUs, the CUDA software ecosystem, NVLink plus Spectrum-X Ethernet and Quantum InfiniBand networking (from the Mellanox acquisition), DGX and HGX systems, and the NIM microservices and AI Enterprise software layer.

NVIDIA sells to every major cloud, sovereign-AI programme, enterprise, and AI lab, making it the single most important supplier in the global AI infrastructure build-out.