Nvidia Transitions From Chipmaker to AI Infrastructure Backbone
Nvidia reframes itself as a full-stack AI factory platform—spanning Vera Rubin GPUs, CUDA software, high-speed interconnects, and scalable systems—boosting revenue per AI gigawatt and drawing billions in hyperscaler financing, while Broadcom, AMD, Marvell, and Intel compete to supply adjacent pieces of the AI infrastructure in a supply-constrained market.