After Hours Action
Volume: 42.1M
High: $489.12
Low: $421.33
Live Earnings Feed
$487.50
+12.3% AH
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AI Ecosystem Breakdown
🧠 Training Workloads
Large Language Models
$18.2B
+312% YoY
OpenAI, Anthropic, Google
Computer Vision
$6.8B
+189% YoY
Tesla, Waymo, Cruise
Multimodal AI
$3.2B
+567% YoY
Meta, Microsoft, Adobe
⚡ Inference Deployment
ChatGPT Queries/Day
200M+
~15,000 H100s
GitHub Copilot
150M+
~8,000 H100s
Claude Queries
50M+
~4,000 H100s
Total Inference Growth
5x
vs Training
Next-Gen Architecture Pipeline
H100 Hopper
Current Gen - Sold Out
80GB HBM3, 3TB/s bandwidth
OpenAI, Microsoft, Meta, Google
B200 Blackwell
Q4 Ramp - Pre-orders $10B+
2.5x performance, 4x memory
Major cloud providers committed
Rubin Platform
2025 Preview
AI-optimized from ground up
Next-gen LLM training
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Major AI Customers
🤖
OpenAI
~$5B annual spend
GPT-4, ChatGPT training
💼
Microsoft
~$3.8B annual spend
Azure AI, Copilot services
🔍
Google
~$3.2B annual spend
Bard, Search AI, Cloud
📘
Meta
~$2.1B annual spend
LLaMA, content AI
Competitive Advantages
CUDA Ecosystem
💪💪💪
5M+ developers, 15-year head start
Software Stack
💪💪💪
cuDNN, TensorRT, Triton integration
Hardware Performance
💪💪
2-3x performance lead vs competitors
Supply Chain
💪💪💪
Exclusive TSMC partnership, priority access
AI Market Projections
2024
$140B
22% share
2025
$230B
25% share
2026
$370B
27% share
2027
$590B
30% share
Emerging AI Applications
🏥 Drug Discovery
+890% adoption
$2.1B revenue potential
🎬 Content Creation
+450% adoption
$1.8B revenue potential
🏭 Industrial AI
+280% adoption
$1.2B revenue potential
🛡️ Cybersecurity AI
+320% adoption
$900M revenue potential