AI deployments in 2025 – a health check in 5 questions, and implications for Nvidia
Ahead of Nvidia earnings next week, we address the top 5 existential questions anyone wondering about how AI infrastructure deployments will shape up next year: Scaling, overcapacity risks, hyperscaler capex, supply chain, and power.We have developed a good edge on all these topics this year.
NVIDIA engages in graphics processing unit (GPU)-based visual computing and accelerated computing platforms. The company has two segments, GPU and Tegra Processor, which are based on a single underlying architecture. The company's GPU product brands are aimed at markets including GeForce for gamers; Quadro for designers; Tesla and DGX for artificial intelligence data scientists and big data researchers; and GRID for cloud-based visual computing users. The company's Tegra brand integrates an entire computer onto a single chip, and incorporates GPUs and multi-core CPUs to drive supercomputing for autonomous robots, drones, and cars, as well as for game consoles and mobile gaming and entertainment devices.
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