TOP 250 COMPANIES
NVIDIA
Data Centre Leader: Ian Buck Industry: Semiconductors
4NVIDIA supplies the accelerated
computing platform on which much of the industry’ s AI capacity is built. Its portfolio spans GPUs, Grace CPUs, NVLink interconnects and Spectrum-X and InfiniBand networking, tied to the CUDA software stack developers work in. Data centre revenue reached US $ 75.2bn in the quarter to April 2026, up 92 % year on year, with networking contributing US $ 14.8bn of that. Its rackscale systems have altered facility engineering. Designs such as GB300
NVL72 and the Vera Rubin platform push rack densities beyond the range air cooling can serve, accelerating adoption of direct-to-chip liquid cooling, high-voltage power distribution and megawatt-scale hall design. The company reports involvement in more than 80 data centres operating above 10MW. Operators now plan capacity around NVIDIA’ s product cadence, and its reference architectures inform how hyperscalers, colocation providers and sovereign AI projects specify new builds.
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