AI INFRASTRUCTURE
PROGRESS
Microsoft Azure deployed first at-scale GB300 NVL72 cluster with 4,600 + Blackwell Ultra GPUs in October 2025.
The NVL576 liquid-cooled rack system achieved full production status supporting OpenAI workloads.
Nvidia GTC 2025 showcased transition to annual product cadence with confirmed roadmap through 2027.
Major cloud providers including AWS, Google Cloud and Oracle integrated GB200 systems into production infrastructure.
US $ 5bn Intel investment partnership announced September 2025 expands ecosystem integration combining Nvidia AI acceleration with Intel x86 architecture.
HEADQUARTERS: SANTA CLARA, CALIFORNIA, US
NUMBER OF EMPLOYEES: APPROX 36,000 MARKET CAP: US $ 4.69TN( NOV 2025)