What NVIDIA does
NVIDIA (NASDAQ: NVDA) is a public semiconductor and AI infrastructure company that builds AI accelerators, high-speed networking, and full-stack software platforms used to train and deploy large-scale AI workloads. Its product strategy centers on a hardware-and-software “platform” approach: NVIDIA designs GPUs/superchips plus the interconnect, networking, system building blocks, and the software stack that accelerates and operationalizes models. In enterprise and developer contexts, NVIDIA packages this as software layers such as NVIDIA AI Enterprise (for building, deploying, and managing AI applications) and NIM microservices (for accelerated foundation-model deployment). In data-center and cloud contexts, NVIDIA also sells cloud and system offerings that integrate infrastructure and services, including DGX Cloud.
In 2026, NVIDIA advanced from the NVIDIA Blackwell generation toward next-generation, agentic and scalable AI “factory” architectures with the NVIDIA Rubin platform (a codesigned suite spanning compute and networking/storage components). Alongside Rubin, NVIDIA introduced NVIDIA Vera (a purpose-built CPU for agentic AI workloads) and expanded the ecosystem around agentic AI, including reference designs and digital-twin blueprints for “AI factories” built with NVIDIA Omniverse DSX.