In its keynote speech at Computex 2025, $NVIDIA(NVDA)$ focused on releasing several heavyweight technologies and products, clearly demonstrating its full-chain layout in the AI ecosystem , from chip design, system platforms, enterprise applications to national-level infrastructure.
Summarized in one sentence: Towards the era of AI ubiquity
1. New product/platform announcements (seven in total)
NVLink Fusion: For the first time, the proprietary interconnect protocol is open to non-NVIDIA CPU/ASIC design companies, supporting third-party companies (e.g., $Media Tek Inc.(MDTTF)$ $ALCHIP TECHNOLOGIES LIMITED(ALCPF)$ $Marvell Technology(MRVL)$ to integrate theThe integration of NVLink IP into the chip design implies a semi-open strategy for NVIDIA's platforms, hitting directly at open Ethernet solutions such as Broadcom.
RTX Pro Server: Designed for enterprise-grade AI Agent deployments, it can reach 4x H100 performance in DeepSeek inference and 1.7x performance on Llama model, marking NVIDIA's new offensive in the AI PC and enterprise market.
DGX Spark & DGX Station: for the personal AI PC market.
GR00T-Dreams Blueprint: an AI framework for humanoid robots training to promote the development of general-purpose robots.
Sovereign AI Computer Project: emphasizes data sovereignty and autonomous building of national-level AI capabilities.
Aerial Sionna: GPU-accelerated 5G/6G simulation platform and access network toolkit, targeting future communication infrastructure.
AIQ & AI Data Platform: building an enterprise-grade AI data quiz and retrieval engine.
In addition, the progress of GB300 accelerator card is also on the market's mind, and the company plans to mass produce and launch the card in Q3 2025, adopting the same architecture and physical specifications as its predecessor, but with a 50% improvement in inference performance and flat training performance, reflecting a new inference-focused computing power growth path.
2. Strategic Intent Analysis
Moving from data centers to AI pervasiveness
In the past few years, NVIDIA has mainly benefited from the training needs of Cloud Service Providers (CSPs) and large data centers, but this time, with products such as RTX Pro Server, DGX Spark, etc., NVIDIA is attempting to penetrate the enterprise AI deployments and office scenarios AI-enabled (e.g., AI assistants, customer service, chip design assistance, etc.), and at the same time, open up the AI PC market to bringgenerative AI down to individual end users.
This expansion route spreads the demand for AI arithmetic, which was originally focused on a few hundred customers, to thousands of enterprises and individual users.
Semi-open ecosystem counterattacks the Ethernet camp
NVLink Fusion is one of the most industry-structured moves of this presentation:
Breaking down NVLink's proprietary barriers, enabling third-party SoC vendors to integrate its high-speed interconnect protocols in self-developed chips;
It is expected to challenge Broadcom's dominant open Ethernet solution in AI server network interfaces and switches;
It means that NVIDIA will shift from full closed-loop to limited open architecture, with the intention of building an "AI inside" industry alliance.
Sovereign AI and humanoid robots bet on the future
The joint promotion of the "Sovereign AI Supercomputing Platform" and the GR00T-Dreams framework indicate that NVIDIA has set its sights on more ambitious scenarios - national AI strategies and universal robotics, showing that it is no longer satisfied with its role as a chip provider but is shifting to the role of an infrastructure and social-level AI platform operator.It shows that it is no longer satisfied with being a chip provider, but is changing its role to that of an operator of AI platforms at the infrastructure and social levels.
3. Market Impact and Beneficiary Companies
The following sectors and companies will benefit significantly
4. NVIDIA's "Dual Axis Expansion" Officially Begins
NVIDIA demonstrated a strong " dual-axis expansion strategy " at Computex:
Horizontal expansion: from training market to inference market, from cloud service to enterprise/personal terminal;
Vertical expansion: from hardware supplier to ecosystem platform guide, from chip seller to AI infrastructure builder.
This release is not only an expansion of the product line, but also a comprehensive upgrade of the business model and strategic positioning.
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