Nvidia’s AI Dominance Positions It for Continued Growth
Nvidia has evolved from a GPU manufacturer to the cornerstone of global AI infrastructure. Its CUDA software platform, initially designed for graphics rendering, now underpins nearly all foundational AI development—a strategic moat competitors can't easily breach.
Data center revenue tells the story: $41.1 billion last quarter versus $10.3 billion two years prior. With 90% market share in GPUs and proprietary NVLink technology, Nvidia isn't just supplying chips—it's architecting the ecosystem powering the Fourth Industrial Revolution.