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Nvidia and the rise of AI infrastructure​

ÌÇÐÄÆƽâ°æ editorial report on Nvidia and the rise of AI infrastructure​

Nvidia has transformed from a gaming GPU company into the backbone of AI infrastructure, with data center revenue now accounting for nearly 90 percent of its business amid surging demand for AI chips. The boom in AI is driving massive investment, but Nvidia’s biggest customers are also emerging as competitors by developing their own chips. Looking ahead, export controls, the shift from training to inference, and the rise of physical AI will test Nvidia’s dominance as it bets on new growth areas beyond the data center.

This ÌÇÐÄÆƽâ°æ editorial report examines how Nvidia built its dominance, where the billions in AI infrastructure spending are flowing, and what forces could reshape the competitive landscape.

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Table of contents

Powering Nvidia's growth

  • Nvidia's history
  • AI-led expansion of the semiconductor industry
  • Nvidia's revenue growth

Fueling the AI infrastructure boom
  • AI infrastructure spending
  • Big Tech capital expenditure
  • AI chip competitors

Shaping Nvidia's future
  • Nvidia’s business in China
  • Blackwell to Rubin
  • Physical AI

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