Five years ago, Nvidia was a niche company known mainly for powering the graphics behind many video games. Today, its advanced technology has turned it into a colossal force fueling the AI boom, lifting Nvidia to the rank of the third most valuable company on the planet.
Around yesterday, the American firm led by Jensen Huang unveiled its latest breakthrough, the Blackwell B200 chip, touted as the most powerful in the world. This microchip packs ultra-dense semiconductors and promises to be up to 30 times faster on certain tasks than its predecessor, the renowned H100, which propelled Nvidia to stand shoulder to shoulder with Microsoft and Apple on the global stage.
The new Nvidia graphics processing unit integrates up to 208 billion transistors and delivers 20 petaflops of performance in a compact footprint, enabling substantial gains for AI systems that rely on it. During the first day of its developer conference, the company asserted that the B200 will be more efficient, claiming it reduces cost and power consumption by as much as 25 times. (Source: Nvidia press briefing on the B200 release, summarizing efficiency claims and market impact.)
AI’s Brain
That advanced capability is what makes these chips indispensable for deploying AI, acting like a brain that performs a wide range of calculations. Major players such as Microsoft, Google, Amazon, and Oracle depend on these devices and are expected to continue using the B200 for cloud computing and AI services. (Source: Industry coverage of chip adoption trends and enterprise commitments.)
Today, Nvidia holds roughly 80% of the AI chip market. This dominance has allowed the company to capitalize on the hype fueling from Silicon Valley around this emerging technology. In the past year, its stock price surged dramatically, and annual sales surpassed 60 billion dollars as the business grew. (Source: Market analysis and Nvidia’s public financial disclosures.)
Yet the news did not spark a rally on the stock market. Investors reacted to the B200 unveiling with a slight dip in Nvidia’s share value, reflecting mixed expectations about the chip’s immediate impact and broader market jitters. (Source: Financial market commentary following the product reveal.)