Networking, liquid cooling, infrastructure plans, and partners will all play a big role in Nvidia’s future.
Now that the dust has settled from Nvidia’s GTC 2025, a few industry experts weighed in on some core big picture developments from the conference. Five of their top observations include the following:
End-to-end Nvidia
Nvidia is an end-to-end computer company, with communications, storage controller, compute and if needed, display capabilities. “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.
Nvidia as an infrastructure provider
Anshel Sag, senior analyst with Moor Research and Insights, says Nvidia is evolving from being just a parts provider to a full-stack offering. “Nvidia also gave a lot of visibility of its roadmap in a way that it previously hasn’t with Feynman 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.
Liquid cooling here to stay
Liquid-cooled switches will become a necessity, not a choice, according to aSameh Boujelbene, vice president with the Dell’Oro Group. “After liquid cooling racks and servers, switches are next. Nvidia’s latest 51.2 T SpectrumX switches offer both liquid-cooled and air-cooled options. However, all future 102.4 T Spectrum-X switches will be liquid-cooled by default,” she wrote in a blog about GTC.
Nvidia networking everywhere?
At GTC 2025, Nvidia unveiled plans for its upcoming NVLink 6/7 and NVSwitch 6/7, key components of its next-generation Rubin platform, reinforcing the critical role of NVLink switches in its strategy. Additionally, the Spectrum-X switch platform, designed for scaling out, represents another major pillar of Nvidia’s vision. Nvidia is committed to a “one-year rhythm,” with networking, keeping pace with GPU requirements, Boujelbene stated.
Everyone wants to partner with Nvidia
There was a much bigger focus on partnerships this year: 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 Bob O’Donnell, president and chief analyst with TECHnalysis Research.
