Jensen Huang
playerAI & Compute · Money & Finance
One company makes almost all the chips that power AI, and the same three financial giants that own the oil companies also own it.
Who they are
Jensen Huang, CEO of Nvidia.
What they do
His company controls more than 90% of the market for the GPUs used to train AI.
How it works
Nvidia's H100/H200/B100/B200 chip line drove revenue past $60B in 2024, and its big institutional owners are Vanguard (~9.19%, $380B), BlackRock (~7.86%, $325B) and State Street, the same 'Big Three' that own so much else; it's also a key partner in the Genesis Mission / Project Prometheus efforts.
Why it matters
The engine frames GPUs as 'the new oil,' and the striking point is that the same three firms that own the oil giants also own the company that controls the physical hardware AI runs on.
The engine's record — word for word
Nvidia CEO. Controls 90%+ of AI training GPU market. H100/H200/B100/B200 progression. Revenue $60B+ (2024). Institutional ownership: Vanguard ~9.19% ($380B), BlackRock ~7.86% ($325B), State Street. Same Big Three financial architecture owns the physical cognitive substrate. Key partner in Genesis Mission / Project Prometheus. The GPU is the new oil — and the same three firms that own the oil companies own the GPU monopoly.
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