Nvidia is known for chips, but it's repositioning itself as an infrastructure provider.
After last week’s Nvidia GTC 2025 event, a new, fuller picture of the vendor is emerging. Analysts agree that Nvidia is not just a graphics chip provider anymore. It’s a full-stack solution provider, and GPUs are just one of many parts.
Nvidia is repositioning itself as an infrastructure provider, and a lot of the biggest announcements fit into this overall picture, analysts said. There were individual hardware elements, like the latest GPUs, and networking technology advancements like silicon photonics, and even efforts in storage. In addition, Nvidia laid out its roadmap further than expected: CEO Jensen Huang announced two new generations of GPU architecture, stretching into 2028, while in the past he’s only given one year of advanced generational preview.
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“They’re trying to help build an overall ecosystem around this infrastructure and want to make sure [their] partners have a better idea of what’s coming so that they can plan accordingly,” said Bob O’Donnell, president and chief analyst with TECHnalysis Research.
Nvidia is evolving from being just the parts provider to a full stack offering, says Anshel Sag, principal analyst with Moor Insights and Strategy. “Nvidia also gave a lot of visibility of its roadmap in a way that it previously hasn’t with Feynman [AI chips] all the way out to 2028. This is only because Nvidia needs to communicate clearly with its ecosystem and enable them to plan that far out,” he said.
Moor Insights & Strategy CEO Patrick Moorhead added: “Nvidia has shifted from a one-off product company to a full AI infrastructure, providing compute, GPU compute, networking and now data platform and with Dynamo, an AI scheduler.”
“Add that to all the horizontal and vertical developer tools, frameworks and models and I think you could also surmise that it is foundational to all tech. While there are questions on how long the growth will continue, I’m convinced we are looking at long term growth driven by enterprise AI and edge AI,” Moorhead said.
“Nvidia has evolved from a gaming chip company to an AI supercomputer company with a deep and wide software stack that covers over a dozen vertical apps, super hi-speed electro-optical inter-processor communications, and a killer processor that uses the latest HBM4 high-speed high-density memory. The company also announced GPUs would now power the latest storage systems. All in all, Nvidia has scaled out, and up and is a total computer supplier,” said Jon Peddie, president of Jon Peddie Associates.
To that end, Nvidia is focused on the bottlenecks in the AI process that it can address, and they are many: Networking with the silicon photonics switches, memory with KV cache, simulation data with Cosmos, humanoid robots with Isaac GR00T, desktop AI workstations with DGX Spark and DGX Station, and Dynamo, Jim McGregor, principal analyst with Tirias Research, said.
“Everything is getting more dense, more power efficient, and higher performance,” McGregor said.
And as a result, everyone wants to work with Nvidia. There was a much bigger focus on partnerships as GTC demonstrated: Cisco for networking; Cisco and T-Mobile for 5G/6G; Dell, HP and Lenovo for their DGX Spark and Studio hardware platforms; Dell, HPE, Lenovo, Supermicro and others for the Blackwell Ultra server systems and more, said O’Donnell.
