1943–1989 · Foundations
Morris Chang invents the pure-play foundry — manufacture for everyone, compete with no one.
1990–2011 · The long ramp
Jensen Huang, Chris Malachowsky and Curtis Priem start a graphics-chip company at a Denny's.
2012–2016 · Deep learning works
Altman, Musk, Sutskever, Brockman and others launch a nonprofit lab with $1B pledged.
2017–2019 · Transformers
2020–2022 · Scaling
The first mass-market LLM product — code completion from Codex.
2023–present · The build-out
The first chipmaker to a $1T market value, on data-center guidance that stuns Wall Street.
OpenAI's board crisis ends with Altman back and the board remade — governance meets capability in public.
Memphis build resets industry assumptions about how fast a frontier cluster can rise.
Constellation and Microsoft sign a 20-year, 835 MW PPA — AI money starts reversing nuclear retirements.
OpenAI, SoftBank, Oracle and MGX unveil an up-to-$500B US buildout; Abilene is site one.
The GPU cloud lists at ~$23B — the market's first pure-play AI infrastructure stock.
$14.3B for 49% of Scale and a hiring spree with nine-figure packages.
First company to the mark — ahead of every national stock market but a handful.
Circular or catalytic? The vendor-financing debate defines the autumn.
First shut US reactor ever returned to service — the nuclear revival's proof point.
MI450 anchors OpenAI's second silicon supplier; equity warrants align them.
Google Cloud deal worth tens of billions; a gigawatt of TPU capacity slated for 2026.
GTC DC: 'half a trillion in bookings' visibility through 2026.
Structured records on this site reflect public information as of mid-January 2026; the News section stays live. See Methodology.