NVDA: Jensen Huang Announced the AI Strategies in the Future!
Hello everyone! Today i want to share the BLUEPRINT for NVDA! Here are the details below.
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Jensen Huang says $NVIDIA(NVDA)$ spent 20 years building a global CUDA ecosystem now running on hundreds of millions of GPUs.
He notes Nvidia is embedded across every major cloud, computer company and nearly every industry.
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$Intel(INTC)$ says its Xeon 6 processors will power NVDA DGX Rubin NVL8 systems.
The chips will serve as the CPU layer supporting Nvidia’s next-generation AI infrastructure.
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$NVIDIA(NVDA)$Vera Rubin NVL72 is the most powerful AI system Nvidia has ever built.
The platform targets a 10x reduction in inference costs and delivers up to 50 petaflops of compute when it launches in H2 2026.
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$Snap Inc(SNAP)$ says working with $NVIDIA(NVDA)$ + $Alphabet(GOOGL)$Cloud lets it run AI experiments across petabytes of data for 1B+ users.
The setup reduced experimentation costs by ~76%.
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Jensen Huang says NVDA is bringing OpenAI to $Amazon.com(AMZN)$ AWS.
The stack now connects Nvidia infrastructure to major AI software platforms including $Palantir Technologies Inc.(PLTR)$, $Snowflake(SNOW)$, $CrowdStrike Holdings, Inc.(CRWD)$ & Databricks.
What's more, $NVIDIA(NVDA)$ highlighted PLTR + $Dell Technologies Inc.(DELL)$ as key partners for deploying AI platforms on-prem and in air-gapped environments.
The collaboration targets field deployments where secure, local AI infrastructure is required.
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$NVIDIA(NVDA)$ CEO Jensen Huang says the next phase of AI will be driven by applications.
Chips were phase one, infrastructure was phase two and now the value shifts to companies building useful products on top of all that compute.
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NVDA EXPECTS TO GENERATE AT LEAST $1T IN AI INFRASTRUCTURE REVENUE THROUGH 2027
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$NVIDIA(NVDA)$CEO Jensen Huang says Nvidia will scale AI systems using both copper and optical networking.
He emphasized that future NVLink architectures will combine copper, optics and co-packaged optics to expand system scale and capacity.
$Lumentum(LITE)$, $COHE, $Applied Optoelectronics(AAOI)$, $Credo Technology Group Holding Ltd(CRDO)$
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$NVIDIA(NVDA)$ unveiled a new Space Computing platform designed to power AI workloads in orbit.
The system includes the Space-1 Vera Rubin module delivering up to 25x H100 inference performance and aims to enable orbital data centers.
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NVDA is positioning itself as the operating system powering the robotaxi ecosystem.
By embedding its compute platform across global automakers, Nvidia aims to own the software and infrastructure layer beneath the autonomous vehicle race.
NVDA unveiled its first AI supercomputer integrating Groq racks alongside the Vera Rubin platform.
The system combines Rubin GPUs for memory-heavy workloads with Groq’s architecture for fast token generation to reduce inference latency and scale AI factories.
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- LEESIMON·03-18🩷GoodLikeReport