Nvidia has become a dominant name in the chip industry thanks to its combination of advanced technology, synchronous software - hardware development strategies and the ability to meet the explosive demand for artificial intelligence (AI).
Although investors are now somewhat cautious after a strong stock price increase, Nvidia still maintains its leading position with the Hopper H100 and Blackwell chips - the center of the global AI race.
The chip Hopper H100 is Nvidia's current generation of GPUs, designed to perform high-speed parallel processing tasks, ideal for training AI neural networks.
The Blackwell line - the successor - is even more powerful with AI training performance 2.5 times higher than Hopper. The Blackwell design includes two seamlessly connected chips, processing a huge amount of data, beyond the traditional single chip manufacturing capability.
These advances help Nvidia account for about 90% of the data center GPU market share. Although major companies such as Microsoft, Amazon, Google, AMD and Intel are developing their own chips, none have reached the level of performance and software integration like Nvidia. The CUDA programming language - developed by Nvidia itself - is an essential tool for today's AI applications, making it difficult for the industry to leave their ecosystem.
This advantage is enhanced by Nvidia regularly updating hardware support software, while providing server clusters to help customers deploy products quickly.
While AMD's MI350 chip promises to improve performance, AMD's AI-accessible chip revenue is just over $500 billion a year, while Nvidia surpasses $100 billion.
A notable challenge comes from Chinese startup DeepSeek, with the AI R1 model having the same performance as US rivals but consuming less resources. Although the incident caused Nvidia's capitalization to decline by 589 billion USD in one day, the stock has recovered largely since then. Nvidia continues to say its chip plays a key role in the inference phase, which also requires large amounts of GPUs and high-performance network infrastructure.
Despite concerns that the AI data center construction wave is slowing, Nvidia continues to record orders exceeding its capacity, even with older models. Founded in 1993, Nvidia has long been a businesses player in parallel processing, and now that long-term investment has taken them to the top of the AI chip industry.
