Company
Nvidia designs the GPUs that train and run frontier AI models.
Past the demo reels, the real story is deployment economics — and the AI making it possible.
Guidance tying the rules to a company's parent, not its address, redraws where advanced AI chips can legally go.
$81.6bn in three months. The question isn't whether demand is real — it's how long it compounds, and what it means for every firm that depends on this one supply chain.