Nvidia CEO Jensen Huang is proud to say that the company does not only thrive in selling chips. The Taiwanese-born American businessman said during the GTC conference in California on March 18 that Nvidia is now an "AI infrastructure company."
Nvidia Unveils Four GPU Architectures to Power Future AI
When we hear the word Nvidia, GPUs, computer accessories, and SoCs first come to mind. It's been a powerhouse company for this kind of tech products—and the go-to for PC enthusiasts. Soon, we will see their other products in the form of AI.
As PC Mag reports, Huang presented four GPU architectures to drive AI innovation up to 2026 and beyond during his keynote. Such a detailed road map is unprecedented in the industry. Truly, Nvidia is no longer operating as an electronics company.
Record Sales of AI GPUs to Cloud Providers
Huang highlighted Nvidia's growing dominance in AI by revealing that the company has sold 3.6 million Blackwell GPUs to the top four US-based cloud service providers in 2024. This is a massive jump from the 1.3 million Hopper-based GPUs sold last year.
To him, AI infrastructure is something that you can't buy and deploy tomorrow. It takes time, careful planning, and a multi-year investment.
AI Factories to Boost Customer Revenues
Nvidia's transformation into an AI factory translates to its products now having a direct effect on its customers' revenues.
"We're an AI factory now. What that means is a factory helps customers make money. Our factories directly translate to customers' revenues," Huang said.
Navigating Tariff Threats and Supply Chain Challenges
With the increasing US-China trade war, tariffs on Chinese imports now standing at 20%, fears have been expressed about the potential effect on Nvidia and buyers.
Huang, however, played down the near-term threats. He explained that they have a nimble supply network, suggesting that the distribution of components is not only limited to Taiwan or Mexico but all over parts of the world.
