Nvidia GPUs are the most sought-after processors in AI, with the chipmaker’s market cap approaching $6 trillion and Q4 revenue forecast at $108 billion, up 89% year-over-year. Companies can now access the chips through hyperscalers like Amazon, Microsoft and Google, neoclouds such as CoreWeave, online marketplaces or by purchasing hardware directly. Research firm SemiAnalysis counted 323 Nvidia GPU providers as of September, up from 209 less than 11 months earlier. AI labs Anthropic and OpenAI have committed to spending over $500 billion combined with Amazon and Microsoft.
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