Nvidia (NVDA -3.58%) has become the backbone of the AI revolution. Its graphics processing units (GPUs) are the industry standard for training and running large language models, making the company one of the earliest and biggest beneficiaries of generative AI.
Once known primarily for gaming chips, Nvidia now supplies the core hardware for data centers worldwide. Its data center segment generates the vast majority of its revenue, fueled by surging demand from cloud computing providers and AI start-ups.
Revenue has exploded since 2022, with full-year sales reaching $215.9 billion in 2025, up 65% year over year, and revenue growth is accelerating into 2026 as well. Nvidia has also expanded beyond chips, offering full-stack AI infrastructure that includes networking, software, and systems designed to run AI workloads at scale.
After the blowout success of its Blackwell platform, Nvidia expects to roll out the next-generation Rubin platform in the second half of 2026. Demand continues to outstrip supply, underscoring Nvidia’s dominant position.
Beyond data centers, Nvidia is investing in autonomous vehicles, robotics, and “physical AI.” These initiatives remain a small part of revenue today, but they could become meaningful growth drivers for Nvidia over time.