Nvidia
The chipmaker the entire artificial-intelligence revolution depends on.
Nvidia used to design graphics cards for video games; it now supplies the brain of the world’s artificial intelligence. Its H100 and Blackwell processors power the data centers of OpenAI, Google, Meta and every giant in the field.
Under Jensen Huang — CEO since founding it in 1993 — the stock delivered one of the most spectacular runs in market history, making Nvidia the absolute barometer of the AI gold rush.