Nvidia's Ambitious Shift: Now an AI Infrastructure Powerhouse!

During the GTC conference, CEO Jensen Huang declared Nvidia as an 'AI infrastructure company.' The firm unveiled four GPU architectures aimed at driving AI innovation through 2026. Nvidia sold 3.6 million Blackwell GPUs in 2024, marking significant growth. Huang emphasized their products directly enhance customer revenues. He reassured investors about supply chain resilience amid ongoing US-China trade tensions.