Nvidia explains its ambitious shift from graphics leader to AI infrastructure provider

The big picture: A big challenge in analyzing a rapidly growing company like Nvidia is making sense of all the different businesses it participates in, the numerous products it announces, and the overall strategy it's pursuing. Following the keynote speech by CEO Jensen Huang at the company's annual GTC Conference this year, the task was particularly daunting. As usual, Huang covered an enormous range of topics over a lengthy presentation and, frankly, left more than a few people scratching their heads. However, during an enlightening Q&A session with industry analysts a few days later, Huang shared several insights that suddenly made all the various product and partnership announcements he covered, as well as the thinking behind them, crystal clear. In essence, he said that Nvidia is now an AI infrastructure provider, building a platform of hardware and software that large cloud computing providers, tech vendors, and enterprise IT departments can use to develop AI-powered applicatio ... Read full article.