Nvidia controls the future of AI and is only afraid of one opponent

Forty-four billions of dollars in turnover, eighteen billion net profit: these delirious figures are the results of Nvidia in the first quarter of 2025. It is an understatement to say that the GPU emperor made a full card, because these figures are herely understood that the American lost the right to deliver his Castroes H20 to China by order of the Trump government.

This domination by figures, onlookers could measure it physically by browsing the aisles of the Computex of Taipei. Formerly essentially devoted to pcs for the general public as well as professionals, the Taiwanese fair is today the place where the future of AI infrastructure is being written. And Nvidia seems to be in charge of all industry.

If, by scratching a little, the Intel, Qualcomm and AMD logos were well mentioned on such a PC, such a rack of servers, the bulk of the show was dedicated to the American GPU specialist whose market capitalization is at the firmament from the Chatgpt slap.

A computex under green domination

At the game of inflation of muscles, Nvidia started with a big KO from the start of the show. While the CEOs of the different key tech companies – Qualcomm, Mediatek, etc. – Delivered their conferences (the keynots in the jargon) in the sanitized hall of the 6th floor of Tainex 2, Nvidia is a separate band.

This year, the company had privatized the Taipei Music Center, a concert hall of 5000 seats inaugurated in the middle of Covid (2020). A performance hall for an an hour and a half one-man-show worn by his CEO, Jensen Huang, the only CEO of the Tech World to speak without any promoter. Prophet in his country, the native American of Taipei is not only a star (read below), but also a CEO really in command. Of his business, but also, it seems, the future of tech!

After this show, Jensen was also present in guest star at the Mediatek conference. Then he rubbed the day after journalists and analysts of the whole earth. An hour and a half of questions/answers (event in which digital was present) which cemented the omnipresence of the boss.

Besides his charismatic leader, the most insane presence of Nvidia was on the stands of the show. Or rather on almost all stands related to PCs, servers, cloud or AI. Wherever you look at, the green logos were legion.

From robots drones, Nvidia seems to pilot the future

With a market share of more than 95% sales of GPUs – it is said to be accelerators now – linked to AI, whether for training or inference, Nvidia seems alone at the controls of the IA revolution. But not only.

On the stands, the robotic wave also seems, in the hands of the fleas of Nvidia. After the domination of the GeForce and today servers chips, the light presence of a huge Jetson logo seems to prepare the future. A future in which the machines (semi or completely) autonomous to which we will give the name of robots will be mainly controlled by the controller cards of Nvidia. As The Mirokai robot we told you about these.

This domination of the world of robots was perceived in the field of industrial robots as well as that of autonomous robots and other drones. Flying, terrestrial or sea, most of the devices we could see were piloted by Nvidia cards. A future that is written as much in laboratories as in “real life”, since recently, Russian suicide branches also take advantage of the power of Jetson cards to locally execute navigation models independent of GPS signals.

In addition to robots and drones, Jetson cards were also at the heart of the demonstrations of medical devices of the future. Giving Nvidia solutions an air of omnipotence in writing the future. A power made significantly possible thanks to the war treasure for the sale of chips for supercomputers.

From GPU to software to IA infrastructure

Nvidia is an infrastructure company: this was the mantra of J. Huang during the plenary conference. Where did the slogan passed “Nvidia is not a GPU company, but software“, that the same man professed three years earlier?

Asked about this fact by the press during the question/answer session two days later, J. Huang fully assumed. “”I said Nvidia starts by taking an interest in software. If we do not understand the target algorithm, like what we have developed for lithography (Cuda litho, editor’s note), nothing can be done. Unlike the CPU which does not include algorithm, but executes it, the accelerator (the other name of the calculations GPUs, editor’s note) needs to be adapted to the algorithm“He explains.

A CEO that adds: “We have become a system of systems, then a data center company and now we become an infrastructure company“. You had to be on site during the press conference to take the measure of what has really become Nvidia.

After having barely spent 90 seconds talking about the GeForce, J. Huang spent 90 minutes detailing not only his accelerators, but also racks, complete supercomputers and even network elements. Like the Nvlink Spine, a network of network interconnection which, in the same way as the GPU and CPU, has become a major tool for the domination of Nvidia. Coming from the acquisition of Mellanox five years ago, Nvlink Spine is a monster “5000 cables measuring more than 3.2 km managing 130 TB/s flows is more than internet traffic“, Haded on stage J. Huang.

It is this set not only of fleas, but also network, cables and other adjoining systems that make Nvidia an infrastructure company in the AI ​​world. “”The AI ​​era which opens marks the first time that a computer directly affects the turnover of a company. And since we are entering the era of the IA factory, we will be the providers of these new infrastructures“Said J. Huang.

The Computex was an opportunity for Jensen Huang to announce the location of the future Taiwanese headquarters of the company. An announcement which occurred a week after Nvidia announced also build a new R&D center in Shanghai. To encourage the press to question it on the subject: “You want to make it a political subject! But not at all. If we open all these centers it is that we need room – and we have been in China for thirty years we need more chairs if we do not want collaborators to sit on the ground. I need more chairs!“, joked the CEO, using excessively the mention”I Need More Chairs“Like a running gag to amuse the gallery.

Without completely dodging the questions around American sanctions. And Place de la China in the ecosystem. A discussion that brought J. Huang to recognize a single real adversary: ​​China and its champion of Huawei technologies.

Nvidia against Huawei China

Subject to the export rules that are involving its enormous results, Nvidia has not earned as much money as expected. If he regretted this fact, the CEO of Nvidia underlined the true risk of these sanctions. “Lthe sanctions do not work and will have counterproductive effects“, Hammed J. Huang.

“”If we are not on this market (China, editor’s note), Chinese competition will be delighted. The bad hypothesis is to believe that there are only the USAs which can conceive of the technologies (necessary for the development, editor’s note) of the AI. However, on the one hand China is very good in software. It is even the best (country) of the world itself and it is very fast. It is she who has the most companies and startups in the AI ​​world, but its most important – the most important asset in the very world – is Huawei.“Admitted the CEO Taiwano-American.

A boss who does not be deluded on the power of the Chinese mastondonte, including the last Ascend 910c chips, although much more energy -consuming than Nvidia accelerators, is just as capable. And like the Nvidia chips, on internally developed network infrastructure.

Emphasizing the fact that the Chinese Open Source Deepseek R1 “is a gift for industry“, J. Huang highlighted the fact that China is the country that most needs IA fleas. Fleas that it can easily take advantage of since it has”Lots of space and an energy not too expensive. We had more than 90% market share (IA training GPUs, NDR) in China and we now increased to 50%“, Sorry the GPU pope.

Before concluding “I hope the American government will realize it“. Nothing is less certain.

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