
And right in the thick of it, leading the charge, is Nvidia. Now, Nvidia originally made its name building graphics cards for gamers – the sort of thing that lets you make explosions look convincingly, well, explosive. But they’ve cleverly pivoted, and now their GPUs – Graphics Processing Units – are the brains behind much of the AI boom. They currently command around 90% of the market, which, frankly, feels a bit like one company owning all the oxygen. They’ve also built a rather clever software platform called CUDA, and a strong networking business, which, as it turns out, is rather important when you’re trying to move vast quantities of data around. It’s a bit like building a superhighway for information, and Nvidia seems to have secured most of the toll booths.