Largest semiconductor/GPU companies by market capitalization

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Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> NVIDIA >3x larger than Broadcom (second largest)

> big tech attempting to build own chips, but NVIDIA's market cap remains stable

> US dominates with 10 of top 15 companies, followed by South Korea (2), Taiwan (1), Netherlands (1), UK (1)

> Samsung leads in revenue, but NVIDIA tops profits at $84.27B, followed by:

• TSMC: $42.91B

• Samsung: $27.40B

• SK Hynix: $18.19B

• Broadcom: $17.96B

> consistent progression in Aider (coding benchmark) since release of reasoning models

> OpenAI & Google neck-and-neck in performance while Anthropic lags

> among models, Gemini 2.5 Pro offers best cost vs performance ratio; costs $6 vs o3's $111 to run test

> o3 (high) + gpt-4.1 achieves SOTA with 82.7% at $69, 10% better than Gemini 2.5 Pro

> nearly 500M raised so far in 2025, with ElevenLabs raising $180M alone & Cartesia raising $64M

> CBInsights claims:

• 39% of voice AI companies now selling products & acquiring customers

• but 85% still too immature to effectively compete/serve as a partner

• >50% are still developing their products

• most funded in last 3 years, with majority of companies launching in 2023