A Magnificent Seven

Fő termékek

• Data-centre GPUs used to train and run AI models
• Networking that links thousands of chips together
• CUDA software platform for developers
• Robotics platforms for autonomous machines

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Most large AI models are trained on NVIDIA processors, which makes the company one of the most direct beneficiaries of AI infrastructure spending.

Fő termékek

• Azure cloud computing and AI services
• Microsoft 365 Copilot for workplace software
• GitHub Copilot for software developers
• Long-standing partnership with OpenAI

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Microsoft earns from AI twice: by renting computing capacity through Azure and by selling AI features inside software that businesses already use.

Fő termékek

• Gemini AI models and assistant
• AI features in Google Search
• Google Cloud and its own TPU AI chips
• Waymo autonomous driving

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Alphabet develops its own models, chips and cloud, and can bring AI to billions of people through Search, YouTube and Android.

Fő termékek

• AWS, the largest cloud computing platform
• Trainium and Inferentia AI chips
• Bedrock service for building with AI models
• Robotics across its fulfilment network

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Through AWS, Amazon supplies much of the computing capacity companies use to build AI, and it applies automation in its own warehouses.

Fő termékek

• Muse Spark, the AI model behind Meta AI
• Meta AI assistant across its apps
• AI tools that target and create adverts
• Ray-Ban Meta smart glasses

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AI helps Meta decide which posts and adverts to show its users, which supports its advertising business, while smart glasses explore new AI devices.

Fő termékek

• Apple Intelligence features
• Apple-designed chips with built-in AI processing
• iPhone, Mac, iPad and wearables
• Services such as the App Store and iCloud

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With more than two billion active devices, Apple can bring AI features to a very large number of everyday users.

Fő termékek

• Electric vehicles
• Full Self-Driving software and robotaxi service
• Optimus humanoid robot (in development)
• Megapack energy storage

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Tesla is one of the clearest examples of physical AI, although autonomous driving and humanoid robots are still at an early commercial stage.