This report traces Nvidia’s transformation from a 1990s graphics-card innovator into today’s AI infrastructure leader, unpacking its breakthrough GPU architectures (GeForce for gamers, Tesla/Ampere/Hopper for data centers), the rise of the CUDA software ecosystem, and its strategic push into cloud, edge, and automotive AI. It analyzes key partnerships with hyperscalers, competitive dynamics with AMD and Intel, supply-chain and regulatory challenges, and the company’s stellar financial growth. The report wraps up with forward-looking insights on custom AI accelerators, edge-AI chips, and Nvidia’s role in shaping the next wave of computing.
This report traces Nvidia’s transformation from a 1990s graphics-card innovator into today’s AI infrastructure leader, unpacking its breakthrough GPU architectures (GeForce for gamers, Tesla/Ampere/Hopper for data centers), the rise of the CUDA software ecosystem, and its strategic push into cloud, edge, and automotive AI. It analyzes key partnerships with hyperscalers, competitive dynamics with AMD and Intel, supply-chain and regulatory challenges, and the company’s stellar financial growth. The report wraps up with forward-looking insights on custom AI accelerators, edge-AI chips, and Nvidia’s role in shaping the next wave of computing.