Nvidia bets on the AI factory, not just chips

Nvidia is expanding from selling GPUs to building the AI infrastructure stack, investing in MediaTek to help customers design custom AI chips that plug into Nvidia’s broader data-center architecture, while Anthropic commits substantial cloud compute (Lambda) and AWS plans to deploy millions of Nvidia GPUs. The company frames AI production as an “AI factory” with rising revenue potential per gigawatt and is pursuing massive Wall Street financing to scale capacity, aiming to be the architecture of AI rather than merely its chipmaker.