NVIDIA Just Crossed $4 Trillion: What This Means for AI, Chips, and Global Business

NVIDIA powers nearly 90%+ of AI training compute globally. The explosive Demand for AI Compute Infrastructure powered by the rise of generative AI (ChatGPT, Claude, Gemini) triggered an AI infrastructure boom.

NVIDIA’s H100 GPU became the backbone of AI training. For instance, Each OpenAI GPT-4 training run reportedly used more than 10,000 GPUs. This led to an increased AI infrastructure spending globally. According to estimates by The Business Research Company The global AI infrastructure market is expected to surpass $90 billion by 2026.

In addition, CUDA (Compute Unified Device Architecture), NVIDIA's AI compute platform, has become the de facto standard for AI development. It now dominates more than 90% of enterprise AI applications with over 3.5 million developers use CUDA worldwide.

According to The Business Research Company’s latest estimates, the microprocessor and GPU market is expected to cross $113 billion in 2025, growing at a CAGR of over 6%. Demand for GPUs like H100 and B100 continues to surge across LLM training, inference, and data center expansions worldwide.

NVIDIA’s expansion is accelerating AI adoption across industries. Here are three key sectors experiencing transformational impact:

Healthcare Industry

• The generative AI in healthcare market is expected to grow from $2.36 billion in 2024 to $3.26 billion in 2025, at a compound annual growth rate (CAGR) of 37.7%.
• This growth is largely driven by AI’s use in drug discovery, increasing deployment of AI-powered monitoring systems, and diagnostics tools.

Manufacturing

• Fuelled by the surge in industrial robots, automation, and predictive maintenance, the AI in manufacturing market is projected to grow from $4.11 billion in 2024 to $5.82 billion in 2025, reflecting a CAGR of 41.5%.

Retail and Wholesale

• According to recent forecasts by The Business Research Company, the AI in retail market is expected to surpass $15 billion in 2025, growing at a rate of over 30%.
• This growth is being driven by AI’s ability to offer personalized solutions across e-commerce, and its adoption in analytics and predictive modelling across the retail landscape.

These estimates are sourced from The Business Research Company’s sector-specific AI market reports.

NVIDIA’s unprecedented growth is not just about hardware. The company is now a critical platform provider, ecosystem builder, and regulatory influencer

1. Long-term contracts: with hyperscale’s like Microsoft, Meta, and Amazon stabilize revenue and ensure visibility.
2. Vendor dependency and Ecosystem control: Cloud providers (AWS, Azure, GCP), GenAI startups, and LLM developers rely on NVIDIA hardware. With DGX systems, NVIDIA AI Enterprise software, and SDKs, it’s shaping foundational AI architecture.
3. Soft power: It now plays a role in policy shaping, standards definition, and global AI regulation.

According to The Business Research Company’s Artificial Intelligence Global Market Report 2025, the global AI market is set to exceed $250 billion by 2029. It can be very fairly and quantitatively concluded from the numbers that no matter what industry you’re in, your business is either going to be disrupted or it will become the disruptor by integrating AI deeply and early.

For businesses, this means it’s time to upgrade their data centres, re-evaluate cloud infrastructure, and proactively budget for AI-powered compute tools. Those that embrace this shift will position themselves at the forefront of innovation, while others risk being left behind.

At The Business Research Company, we help companies stay ahead of the AI curve with deep, sector-specific market intelligence. Whether you’re facing industry-wide disruption or seeking a first-mover advantage, we deliver tailored insights to map your AI readiness, optimize your infrastructure, and build actionable go-to-market strategies that drive growth. And if your business is even remotely tied to the ripple effect of NVIDIA’s dominance, our custom AI-readiness assessments will show you where to invest, scale, and win.

Because in today’s world, adapting isn’t enough - leading is the only option.