Nvidia(US:NVDA) Yahoo Financeยท2025-10-30 13:15Core Insights - The rise of artificial intelligence (AI) represents a significant investment opportunity, comparable to the industrial revolution [1] AI Adoption - A report by McKinsey & Company indicates that 78% of surveyed companies are utilizing AI in at least one business function, with expectations for this number to increase as companies seek to automate processes and enhance supply chain management [2] Key Companies in AI Sector - Nvidia: Holds over 90% market share in the data center GPU market, with a market capitalization around $4.6 trillion. In the most recent quarter, data center sales contributed $41.1 billion to total revenue of $46.7 billion. Concerns exist regarding revenue loss from the Chinese market, which accounted for 17% of fiscal 2025 revenue [4][5] - Advanced Micro Devices (AMD): Competes with Nvidia, focusing on CPUs for desktop computers and data centers. AMD has announced a partnership with OpenAI to sell up to 6 gigawatts of GPU compute capacity and is providing warrants for OpenAI to acquire a 10% stake in AMD [6][7] Supporting Technologies - ASML provides machines that assist foundries in chip production, while Symbotic offers robotic solutions for inventory management and process automation. Amazon's data centers are also highlighted as a key player in the AI landscape [8]