Nvidia tells investors AI is ready for mainstream adoption
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The chipmaker is backing up its optimism with over $40 billion in infrastructure spending and a landmark OpenAI partnership.
Key facts
Enter Jetson Thor, a $3,499 developer kit designed to let autonomous robots run multiple AI models without needing a cloud connection
The chipmaker is backing up its optimism with over $40 billion in infrastructure spending and a landmark OpenAI partnership
The $40B-plus in 2026 infrastructure commitments isn’t Nvidia spending its own money
Analyst Dan Ives has estimated that Nvidia could reach a $5T market cap as AI becomes more deeply integrated across industries
Summary
Nvidia has spent years selling the picks and shovels of the AI gold rush. The company is positioning AI as no longer an experimental technology confined to research labs and Silicon Valley demos, but something ready for deployment across industries at scale. Perhaps the most eye-catching signal of Nvidia’s confidence is its deepening relationship with OpenAI. To put that in perspective, 10 gigawatts is roughly the electricity consumption of a country like Jordan.