NVIDIA

NVIDIA is a computing company whose platforms span accelerated hardware, AI models and software libraries. Its product lines described on its own site include data center CPUs and systems (Vera, a CPU positioned for agent-based AI, and GB300-powered systems), local AI workstations and supercomputers such as RTX Station GB300, DGX Station and DGX Spark, and the RTX Spark personal AI system. On the software side, NVIDIA publishes open foundation and reasoning models including the Nemotron family (Nemotron 3 Ultra, a 550-billion-parameter mixture-of-experts model, and Nemotron 3.5 Lightning) and Cosmos 3, an "OmniModel" combining reasoning, simulation and action generation for robots, autonomous vehicles and vision AI agents. Additional stacks address agentic workflows (NemoClaw on DGX Station), vision AI (DeepStream 9.1 agentic skills for multi-camera 3D object tracking) and factory automation (FGX, described as an AI system for robotic factories).

The company also positions accelerated computing, libraries and AI models for design and simulation work, enabling large-scale physically accurate simulation, interactive digital twins, computer-aided engineering, rendering and visualization, and virtual and augmented reality. Application areas highlighted include generative AI, speech recognition and speech AI, data analytics, machine learning, recommender systems, medical imaging and supply chain management, alongside integrations with tools and frameworks such as Apache Spark and RAPIDS.

Business model

NVIDIA supplies computing hardware (GPUs, CPUs, workstations and data center systems) together with software platforms, libraries and AI models used by developers, enterprises and industrial software vendors.

Traction

Published customer and partner examples include TSMC applying NVIDIA technology in chip manufacturing, Arup using DGX Spark with GNN-based surrogate models for low-carbon structural design, Zalando scaling 3D product digital twins via the ALLSIDES platform running on NVIDIA technology, and Epic Games. NVIDIA states that leading software partners are bringing AI agents to millions of creators and that global technology leaders are adopting the Vera CPU.

Latest developments

Recent announcements include the Vera CPU for agent-based AI, RTX Station GB300 and RTX Spark, the Cosmos 3 open foundation OmniModel for physical AI, NVIDIA FGX for robotic factories, Nemotron 3 Ultra and Nemotron 3.5 Lightning, DeepStream 9.1 agentic skills, and a collaboration with TSMC to apply AI in chip fabrication. Registration is open for GTC 2026 (March 16-19), and NVIDIA Research is scheduled to present a keynote at SIGGRAPH 2026.