Nvidia Empire and its ambition to expand AI territory

Nvidia's ambitions go beyond providing GPUs - the heart of AI systems - to shaping the future of robotics, autonomous vehicles and even the way the world is manufactured.

From the AI ​​ecosystem builder

Nvidia has been riding the AI ​​revolution, especially since OpenAI’s ChatGPT application launched more than two years ago. The company’s revenue, profits, and market value have skyrocketed, taking Nvidia from an $8 billion valuation in 2009 to nearly $3 trillion by 2025.

The secret here lies not only in powerful GPU chips but also in a smart investment strategy that has turned Nvidia into a “market maker” in the AI ​​field. According to financial data platform PitchBook, Nvidia participated in 49 funding rounds for AI startups in 2024 alone, up from 34 in 2023 and far exceeding the total of 38 deals in the previous four years.

These investments come not only from the company's budget but also through the NVentures fund, which has invested in 24 deals in 2024. From industry giants like OpenAI with a $6.6 billion funding round, Elon Musk's xAI with $6 billion, to upstarts like Scale AI, Mistral AI and Perplexity, Nvidia has not only provided capital but also created an ecosystem that depends on its own GPUs.

Billionaire Jensen Huang - Chairman and CEO of Nvidia, speaking to about 25,000 technology enthusiasts at the GTC 2025 event. Photo: Nvidia

“We want to expand the AI ​​ecosystem by supporting game changers,” Nvidia claims, and the company is showing signs of turning its words into action.

To the "incubator of creativity" of the automotive industry

Not stopping at the software field, Nvidia is moving deeper into the automotive industry - a fertile ground for AI. In which, the expanded cooperation relationship with GM is the clearest proof.

GM has chosen Nvidia to be at the center of its AI transformation, integrating Nvidia’s entire technology ecosystem — from DGX for model training, Omniverse and Cosmos for factory simulation, to DRIVE AGX for autonomous driving. The deal will not only help GM build smarter cars, but also transform its manufacturing lines into AI-optimized “digital twins.”

“AI is not only optimizing our manufacturing processes, it’s also helping us build smarter cars,” said GM CEO Mary Barra. Meanwhile, billionaire Jensen Huang emphasized: “The era of physical AI is here, and we are transforming transportation – from the cars to the factories where they are made.”

The launch of Halos—a comprehensive safety system for autonomous vehicles that incorporates AI verification—further solidifies Nvidia’s lead in the race for four-wheeled technology. Announced alongside an expanded partnership with GM, Halos not only demonstrates Nvidia’s commitment to safety, but also represents a direct challenge to rivals like Intel’s Mobileye, which has long dominated the advanced driver assistance systems (ADAS) market.

Not only GM, but Toyota, Hyundai, and many other major automakers are also adopting Nvidia’s technology, reflecting a broader industry shift toward AI solutions. For consumers, this promises cars with advanced driver assistance features in the near future, and possibly fully autonomous vehicles in the next decade.

“AI Super Cup” and future vision

GTC 2025, taking place in San Jose, California (USA), from March 17 to 21, is no longer a modest science fair with white banners like in 2009, but has become a stage with bright neon lights, where technology leaders like Michael Dell and Jeffrey Katzenberg gather.

However, the highlight of the event was still the afternoon of March 18, when more than 25,000 technology enthusiasts filled the San Jose McEnery Convention Center to listen to groundbreaking ideas from Jensen Huang - the man known as the "God of AI".

At GTC, Nvidia's boss announced the Blackwell Ultra chip line, expected to launch in late 2025, followed by the Vera Rubin and Rubin Ultra chips in 2026 and 2027, respectively. These chips, along with personal supercomputers and Dynamo software, are designed to meet the growing computational demands of AI.

“The more you buy, the more you save,” said billionaire Jesen Huang, referring to the data center market expected to reach $1 trillion by 2028. He also introduced the Isaac GR00T N1 — an open-source platform for humanoid robots — and the Newton system, a collaboration with Google DeepMind and Disney Research, marking a move into the field of “physical AI.”

“The era of general robotics has arrived,” the 62-year-old billionaire declared, as a small robot named Blue appeared on stage, following his commands. It was more than just a technological demonstration, it was an affirmation that Nvidia wants to lead not just in chips, but also in robotics and automation.

Firmly maintain pioneering position

Nvidia’s AI empire is not without its challenges, however. The rise of rivals like DeepSeek—a Chinese company that develops advanced AI models with fewer resources—caused Nvidia to lose $600 billion in market value in a single day in January 2025.

Nvidia’s big customers like Amazon, Google, and Meta are also developing their own AI chips, threatening the company’s dependence on GPUs. In addition, concerns about the enormous cost of AI infrastructure and the possibility of an economic downturn are making Wall Street question: Is the AI ​​boom sustainable?

Nvidia, however, is undeterred. The top four cloud providers—Amazon, Microsoft, Google, and Oracle—have already purchased 3.6 million Blackwell chips by 2025, up from 1.3 million Hopper chips last year. The spending commitments from the “hyperscalers”—expected to reach $371 billion in AI spending by 2025, according to Bloomberg Intelligence—are a testament to the confidence in Nvidia’s product roadmap.

Nvidia has transformed itself from a gaming chip company into the center of the AI ​​revolution, expanding from hardware to software, from data centers to factories to streets. The company’s ambition is not just to provide tools but to shape how the world works in the AI ​​era. Despite competition and skepticism, Chairman and CEO Jensen Huang’s vision—a combination of powerful chips, strategic investments, and relentless innovation—is taking Nvidia closer to its goal of total dominance.

Standing on stage at GTC 2025, with the robot Blue by his side, Jensen Huang spoke not just about technology but about a future where AI and humans coexist. That is Nvidia's "expansion" ambition - an empire that is not only large but also far-reaching, touching every aspect of modern life. Will the company continue to succeed? Time will tell, but for now, Nvidia is the undeniable leader.

Source: https://kinhtedothi.vn/de-che-nvidia-va-tham-vongmo-rong-lanh-dia-ai.html