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NVDANVDA
Nvidia
NVDA · Nasdaq
Beginner friendly
AI Chips & Infrastructure

Nvidia designs the chips that power artificial intelligence. Every major AI model, from ChatGPT to Google Gemini, runs on Nvidia hardware.

How it makes moneySelling GPUs to data centres, researchers, and gamers
Bull caseAI infrastructure demand has years of runway left
Bear caseCustomers (Microsoft, Google) building their own chips
Key riskUS export restrictions limiting China revenue
Nvidia · Relationship Map
NVDANVDA
NVDA
TSMTSM
TSM
Makes the chips
MSFTMSFT
MSFT
Biggest customer
AMDAMD
AMD
Direct rival
ASMLASML
ASML
Chip equipment
SMHSMH
SMH
ETF holder
VRTVRT
VRT
Cools the servers

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HIMS
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