Nvidia’s AI advantage is moving beyond the GPU

Nvidia’s AI advantage is moving beyond the GPU

The new generation of data center systems is increasing efficiency with smarter traffic control instead of just more processor cycles.

Nvidia’s AI Edge Moves Beyond GPUs

As GPU competition tightens, Nvidia is leaning on the harder problem: the systems that keep massive AI data centers moving. Nvidia’s next advantage is looking less like a chip story and more like an infrastructure story. The company is still under pressure from hyperscalers building their own silicon, but its latest earnings pushed investors toward […]