The company selling the shovels of the AI gold rush.
NVIDIA designs the GPUs and CUDA software that most of the world's AI is trained and run on, which has made it one of the most valuable companies on Earth. In 2026 it began shipping its Vera Rubin platform, and CEO Jensen Huang projected $1 trillion in orders for Blackwell and Vera Rubin systems through 2027. It also releases open models such as Nemotron.
Products and models
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Estimated AI ideology
NVIDIA argues every company and country needs its own 'AI factories'. Its CEO has publicly disputed predictions of mass AI job losses and criticized export restrictions on AI chips.
AI Revolution's estimate based on publicly available statements, products, and policy positions. Not an objective classification.