Nvidia

Nearly every frontier model is trained on Nvidia hardware. Beyond GPUs, Nvidia ships CUDA, networking, the DGX systems, GR00T foundation models for humanoids, Cosmos world models and Isaac simulation, and it invests in most of the labs on this list.

• Rubin platform ramping for the 2026-2027 training cycle.
• GR00T N2 humanoid foundation model adopted by multiple robot makers.
• Strategic investments in OpenAI, xAI, Reflection, Mistral, Figure and others.

Picks and shovels, except the picks are the scarcest objects on Earth. Nvidia is the toll booth on the road to superintelligence.

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