NVIDIA
Tracks NVIDIA's AI moves from GPU generations to compute supply, linking chips, inference tuning and cloud partnerships.
NVIDIA's AI footprint is built around GPU generations and compute supply: MoE decoding and low-concurrency inference on Blackwell have been pushed to far higher throughput by teams such as Cursor and SGLang, while a 10GW infrastructure deal with OpenAI and continued supply to Google show its place in the chain. On the consumer side, ChatRTX brings local RAG to RTX cards, sharpening the split between device and cloud compute.
