Nvidia’s Real Power Lies Beyond GPUs

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What makes Nvidia’s strategy so formidable is its breadth. The company has placed bets across data centers (Crusoe, Nscale), robotics (Figure AI), autonomous driving (Wayve, Nuro, Waabi), AI cloud providers (Lambda, Together AI), and even energy and fusion startups like Commonwealth Fusion. This spreads Nvidia’s influence across nearly every layer of the AI value chain.

The result is an ecosystem where Nvidia isn’t just selling chips — it’s shaping which companies scale, which architectures win, and which markets mature first. As AI investment continues to concentrate, Nvidia’s role as both infrastructure provider and strategic investor may prove just as important as its next generation of GPUs.

[kevin1]

ppl keep arguing about the next gpu cycle while nvidia is quietly deciding who even gets to scale