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Fortune

Matthew Heimer, Nicholas Gordon

Fortune 500 CEOs can't stop thinking about AI—even if they have modest ambitions for the new tech

Fortune United States Doug McMillon Microsoft Nvidia

(Credit: Art Streiber for Fortune)

Good morning! I’m Matt Heimer, Fortune’s executive editor for features.

Two days ago, we published the 70^th annual edition of our Fortune 500 list of America’s biggest companies (ranked by revenue). As my colleagues Alyson Shontell and Lydia Belanger pointed out, the business impact of generative AI is threaded throughout this year’s list—from the blistering-fast rise of chipmaker Nvidia (which rose 87 places in our rankings as its revenue doubled) to the gargantuan market valuation of Microsoft, whose own already strong prospects have been lifted by its entwinement with OpenAI.

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