Nvidia is no longer just a graphics card manufacturer. The company founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, which was born with the vision of bringing 3D graphics to video games, has become the most valuable company on the planet, surpassing Apple and Microsoft with a capitalization of around $4.3 trillion. The secret of its meteoric rise lies in GPUs, chips capable of processing thousands of calculations in parallel, much more efficient than traditional CPUs for training artificial intelligence models. What began as a risk in the mid-2000s, when Huang insisted on transforming graphics cards into supercomputers, became the greatest success in its history: the birth of CUDA in 2006, a technology that revolutionized accelerated computing. The big leap came in 2012, when Nvidia’s GPUs were used to train AlexNet, an image classification system that opened the doors to deep learning. Since then, the company focused its business on AI and today its chips are the backbone of projects like ChatGPT and other massive language models. Between 2023 and 2025, Nvidia’s stock soared more than 800%, making the company a favorite of investors and governments. An example: the H100 chips, considered the most coveted technological product in the world, have been acquired in thousands of units by countries such as Saudi Arabia and the United Arab Emirates, which are seeking leadership in AI.
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To meet demand, Nvidia launched the new H200 generation, even more powerful and designed to support huge language models. And it doesn’t stop there: the company has forged strategic alliances, such as the recent $5 billion investment in Intel, with the goal of boosting massive-scale data centers. His influence in the stock market is equally impressive. A $1,000 investment in 2015 would be worth $350,000 today, according to Forbes. In 2024, it already exceeded $3.2 trillion, and analysts predict that by 2026 it could reach six trillion dollars, consolidating itself as the absolute emblem of the artificial intelligence era. Nvidia not only sets the pace of the technological revolution, but also redefines the geopolitics of chips, in a world where the control of AI has become a strategic objective for the great powers.
