Nvidia (NVDA, Financials) reinforced its position in artificial intelligence at its GTC event, unveiling new AI infrastructure technology and projecting continued capital expenditure growth in the sector.
Wall Street experts hailed the company’s technical developments; Citi’s Atif Malik said that Nvidia’s AI supremacy is “expanding rather than slowing.” Including the debut of the Blackwell Ultra NVL72 and the Vera Rubin NVL144, an artificial intelligence system integrating an Arm-based CPU and next-generation GPU, Nvidia CEO Jensen Huang underlined the company’s yearly plan for performance increases.Improving data transmission efficiency, the business also unveiled co-packaged optical technology at 1.6 terabits per second, expected to launch in the second half of 2025. Furthermore revealed by Nvidia was the Dynamo inferencing tool, meant to maximize AI inferencing reasoning models.The market still shows great demand for Nvidia’s artificial intelligence processors. Already selling 3.6 million Blackwell GPUs for 2025, the business far exceeds the 1.3 million Hopper CPUs sold in the same year. By 2028, analysts predict AI capital expenditures to exceed $1 trillion, fueling expansion in data centers, hyperscale, and cybersecurity industries.With worries regarding ASIC competitiveness projected to fade by the second half of 2025, experts underlined Nvidia’s competitive edge over application-specific integrated circuits, albeit no unannounced developments. As artificial intelligence adoption picks speed, Morgan Stanley projects Nvidia’s gross margins will revert to mid-70% levels.
https://finance.yahoo.com/news/nvidia-expands-ai-leadership-blackwell-174840695.html
