NVIDIA
Accelerated computing spanning AI data centers, graphics and physical-world simulation.
Expand the computing platform behind AI training, inference and robotics.
Read the NVIDIA profileCompany research
AI infrastructure and semiconductor companies
Explore the chip manufacturers, computing platforms and cloud businesses supporting artificial intelligence.
AI infrastructure connects chip design, manufacturing, networking and cloud operations. NVIDIA develops accelerated computing platforms, TSMC manufactures chips designed by other businesses, and Microsoft operates a cloud and software business. These roles connect within the same supply chain but have different customers, margins and investment requirements.
Companies to research
TSMC
A semiconductor foundry producing chips designed by other companies.
Advance manufacturing technology and packaging to support increasingly demanding chips.
Read the TSMC profileMicrosoft
Enterprise software, cloud infrastructure and AI tools distributed across business workflows.
Build an ecosystem of infrastructure, models and agents that converts AI capability into useful business outcomes.
Read the Microsoft profileHow to compare these businesses
Annual revenue helps show scale, but fiscal years differ and total company revenue is not the same as AI revenue. Look at the business segment, reporting period and units before comparing a chart. Capacity investment can support future demand while also increasing depreciation, working capital needs and exposure to a change in customer spending.
Questions to take into your research
- Does the figure describe total company revenue or an AI segment?
- What is the company’s fiscal year end?
- Which parts of its capacity and supply chain are controlled by other businesses?
Products and directions
NVIDIA
AI computing: Data-center GPUs, networking and software. Available. Omniverse: Simulation and industrial digital twins. Available.
TSMC
Foundry services: Chip manufacturing and advanced packaging for semiconductor designers. Available.
Microsoft
Microsoft 365: Productivity and collaboration software. Available. Azure: Cloud computing and AI infrastructure. Available.
Read the evidence
Each profile links to the financial reports, product pages and company announcements behind its observations. Read the financial research guide before comparing values, and use our methodology to understand source coverage.