Though there are dozens of publicly traded companies set to benefit from the AI revolution, none have enjoyed a more direct boost than Nvidia ( NVDA 0.60% ). Nvidia's A100 and H100 graphics processing units (GPUs) have become the standard in AI-accelerated data centers. With Nvidia meaningfully increasing production of its core AI-GPUs, it's unlikely the company will cede much in the way of data center market share -- at least in the first-half of the year.