Here is a quick summary of a recent look at the top players in the AI space right now. **Nvidia:** Still the backbone of the industry. Data center revenue is driving almost everything. Demand for their chips continues to outstrip supply, and they are rolling out the Blackwell platform now with Rubin coming in 2026. **Alphabet:** AI is integrated into everything from Search to Cloud. Waymo is a leader in autonomous driving. They are spending heavily on infrastructure and designing their own TPU chips to compete in certain workloads. **Microsoft:** Their OpenAI partnership puts them front and center. AI is embedded in Azure and Office products. Adoption of Azure OpenAI is reportedly high among Fortune 500 companies. **Meta:** No cloud platform, but they use AI heavily for ad targeting and user retention on their apps. They are pushing their open-source Llama models and integrating AI into hardware like smart glasses. **Adobe:** Successfully integrated AI via Firefly tools. Growth has slowed compared to previous years, but they remain dominant in creative software. **Alibaba:** The main play for China exposure. They are investing heavily in infrastructure and using AI to improve e-commerce operations. **Amazon:** Got off to a later start on generative AI, but AWS infrastructure gives them a strong advantage. Their Bedrock service allows customers to deploy various models as needed. **Palantir:** Stock moved significantly after launching their AIP platform in 2023. They are seeing strong growth in both government and commercial sectors. **Oracle:** Cloud infrastructure division is growing fast. They are spending aggressively on capex and have a large deal to supply computing power to OpenAI. The main takeaway is to look for companies where AI offers a real competitive advantage and is driving actual revenue rather than just relying on general hype.