The records behind this event
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Software
CUDA
NVIDIA's programming platform: the deepest moat in the industry.
CUDA is how programs talk to NVIDIA GPUs: the compiler, runtime, and nearly two decades of libraries (cuDNN, cuBLAS, NCCL and hundreds more) that every major AI framework targets first. Launched in 2006, long before deep learning, it means a new accelerator must beat not a chip but an ecosystem, the reason 'CUDA moat' is shorthand for NVIDIA's position. It…
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Company
NVIDIA
The company the AI build-out is denominated in: GPUs, systems, networking and CUDA.
NVIDIA turned a graphics-chip business into the platform underneath modern AI: Hopper and Blackwell GPUs, NVLink rack-scale systems, InfiniBand and Spectrum-X networking from its Mellanox acquisition, and the CUDA software layer that holds it all together. Its data-center revenue grew roughly tenfold between 2023 and 2025, and in 2025 it became the first…
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