Nvidia, Meta and Schlumberger rank among top companies adopting AI, new study says - CNBC

A new study by the AI-Driven Enterprise Institute (AIDE) reveals that companies across industries are increasingly adopting artificial intelligence (AI), but with significant variation in implementati... Read original →

NVIDIA’s top AI maturity score isn’t just validation—it’s a catalyst. Its full-stack dominance accelerates demand for HBM and advanced packaging upstream while forcing enterprises to overhaul datacenter architectures downstream. The fact that SLB scored equally highlights AI’s shift from optional tool to industrial OS, compelling traditional sectors to reallocate capex toward AI-native infrastructure. Geopolitically, U.S. export controls on AI chips have inflated global supply chain redundancy costs, with TSMC’s (Taiwan, China) CoWoS capacity now a strategic chokepoint. In response, AMD and Intel will likely double down on open ecosystems to counter NVIDIA’s closed loop, while Chinese chipmakers may leapfrog via vertical-specific AI models. Within 18 months, AI implementation depth will directly impact valuation multiples—boards lacking AI governance risk ESG downgrades and shareholder litigation.