Since its founding in 1993, NVIDIA (NASDAQ: NVDA) has been a pioneer in accelerated computing. The company’s invention of the GPU in 1999 sparked the growth of the PC gaming market, redefined computer graphics, ignited the era of modern AI and is fueling the creation of the metaverse. NVIDIA is now a full-stack computing company with data-center-scale offerings that are reshaping industry.
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Columns5| Company | Markets | New markets | Momentum | Activity | Expansion score |
|---|---|---|---|---|---|
 NVIDIAYou | 51 | 6 | -11% | 364 | 77 |
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Blackwell Codesigned for Lowest AI Cost
ActiveAmazon is negotiating to sell its Trainium AI chips to third-party data centers, challenging Nvidia's dominance. Major AWS clients include OpenAI, Anthropic, and Uber. Amazon stock rose 1.8% on the news.
Amazon Web Services plans to sell its Trainium AI training chips directly to external customers, competing with Nvidia. SK Hynix exclusively supplies HBM3E memory for Trainium 3 chips.
Notebook processor market evolves as Qualcomm Snapdragon X2 outperforms Intel and AMD x86 chips, Apple M-chips lead, and Nvidia enters with RTX Spark SoC for premium notebooks.
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