Nvidia wants to be a one-stop enterprise technology shop

“Nvidia has evolved from a gaming chip company to an AI supercomputer company with a deep and wide software stack that covers over a dozen vertical apps, super hi-speed electro-optical inter-processor communications, and a killer processor that uses the latest HBM4 high-speed high-density memory. The company also announced GPUs would now power the latest storage systems. All in all, Nvidia has scaled out, and up and is a total computer supplier,” said Jon Peddie, president of Jon Peddie Associates.

To that end, Nvidia is focused on the bottlenecks in the AI process that it can address, and they are many: Networking with the silicon photonics switches, memory with KV cache, simulation data with Cosmos, humanoid robots with Isaac GR00T, desktop AI workstations with DGX Spark and DGX Station, and Dynamo, Jim McGregor, principal analyst with Tirias Research, said.

“Everything is getting more dense, more power efficient, and higher performance,” he said.

And as a result, everyone wants to work with Nvidia. There was a much bigger focus on partnerships as GTC demonstrated: Cisco for networking, Cisco and T-Mobile for 5G/6G, Dell, HP and Lenovo for their DGX Spark and Studio hardware platforms, Dell, HPE, Lenovo, Supermicro and others for the Blackwell Ultra server systems and more, said O’Donnell.