Group 1: Nvidia - Nvidia has seen a significant increase in demand for its chips due to a surge in data center spending, with revenue from its data center segment rising 142% to 115billioninfiscal2025[5]−ThecompanyholdsadominantmarketshareinAIdatacenterprocessing,estimatedbetween702 trillion in AI data center spending over the next few years [6] - Nvidia's latest AI processor, Blackwell, has generated 11billioninsales,markingthefastestproductrampinthecompany′shistory[7]Group2:RigettiComputing−RigettiComputingoperatesinthequantumcomputingspace,whichhasthepotentialtoimpactvariousfields,withthemarketprojectedtobeworth170 billion by 2040 [8] - The company has partnered with major cloud providers like Amazon and Microsoft, enhancing its credibility in the quantum computing market [9] - Despite a 639% increase in share price over the past year, Rigetti reported a 32% decline in sales in the fourth quarter, totaling $2.3 million, indicating challenges in establishing a foothold in a speculative market [10][11]