Desalle’s Substack

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Desalle’s Substack
Every Single AI Model Trained on Its Hardware: Why This Company Will Be the First $5 Trillion Giant

Every Single AI Model Trained on Its Hardware: Why This Company Will Be the First $5 Trillion Giant

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The Growth Protocol
Jul 06, 2025
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Desalle’s Substack
Desalle’s Substack
Every Single AI Model Trained on Its Hardware: Why This Company Will Be the First $5 Trillion Giant
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If you step back and ask yourself which company quietly became the most important supplier to nearly every major technology platform on earth, you’ll see a story that feels almost inevitable in hindsight.

Most people still think of it as a chip designer, a graphics card business that powered video games and rendering farms. But over the last five years, …

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