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AI & semiconductors

The chips, systems and models the AI build-out runs on. How each business works and how it is performing, from its own filings.

All 10AI & semiconductors 1Cloud & data 2Security 1Developer tools 1Design & creative 1Business software 1Platforms 2Devices 1
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AI & semiconductors

The chips, systems and models the AI build-out runs on
  • NVIDIAThe company the AI build-out runs on: its GPUs, networking and CUDA software are the default way to train and serve large models.$215.9B revenue · +66.9% a year$215.9B revenue · +66.9% a year
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Living Teardown · General information about how these businesses work. Not personal financial advice.

Financial data from SEC EDGAR, every number linked to its filing. Build 40cab91.