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Google DeepMind is Alphabet's AI division: Gemini models, Nobel-winning research, and a fresh leadership handoff.
Public companies
Amazon runs AI at utility scale: AWS infrastructure, Trainium silicon, Bedrock models, and Alexa+ in the home.
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AMD sells the Instinct accelerators and EPYC CPUs that give AI buyers a second source against NVIDIA.
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Meta funds frontier AI with ad money: Superintelligence Labs, the Muse model series, and distribution to billions.
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Microsoft sells AI as software seats: Copilot across Office and Windows, Azure AI compute, and GitHub's developer base.
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NVIDIA sells the GPUs, systems, networking, and CUDA software that most AI training and inference still runs on.
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Palantir turns AI models into deployed decision software for governments and enterprises through AIP.
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