Nvidia, known for dominating the AI chip market, is expanding beyond just hardware to offer a complete suite of services and products for AI data centers. CEO Jensen Huang is pushing the company to become a one-stop shop for everything needed to run AI, including software, data-center design, and networking technology. This move is part of Nvidia’s strategy to maintain its leading position, especially as competitors like AMD try to catch up by acquiring companies like ZT Systems.
Nvidia’s approach leverages its longstanding CUDA software and recent investments in InfiniBand, a fast networking protocol essential for AI training. After acquiring Mellanox Technologies, Nvidia has positioned InfiniBand as a key player in most AI deployments. Additionally, Nvidia is expanding into AI-optimized Ethernet, which is expected to bring in billions in revenue soon. By integrating all these elements, Nvidia aims to make its products more indispensable to customers and secure its dominance in the AI data-center space.