Company
Nvidia designs the GPUs that train and run frontier AI models.
Four silicon suppliers isn't diversification for its own sake — it's a bet on cutting the Nvidia tax before buyers cut it for you.
Ignore the backflip videos. The only number that matters is how fast a robot reaches its second paying job.
Spin up a subsidiary in Singapore? Doesn't matter anymore. The rule asks who your parent is — and Commerce quietly admitted it failed to ask for a year.
Every AI debate eventually runs into one company's income statement. Here's what the numbers actually say — and the part that should unsettle you.