28 Nov 2025
Despite the perception of extreme cost, a comparison of unit weight reveals that high-performance computing GPUs, such as those from Nvidia, are not currently more expensive per ounce than physical gold bullion.
Nvidia
Nvidia continues to solidify its position in AI data center infrastructure, with its hardware remaining essential for advanced computing. The company is exploring innovative solutions like orbital AI data centers and advanced liquid-cooled systems to meet escalating demand. However, supply chain pressures and operational risks are significant, prompting strategic investments and partnerships to manage infrastructure control and grid capacity challenges.
The company's focus is increasingly on AI inference economics and system-level design, prioritizing compute productivity and specialized applications. This includes expanding its software ecosystem and developing specialized CPUs for agentic AI workloads. Addressing thermal constraints with advanced cooling and exploring AI tools for industrial applications are key priorities as AI agents evolve.
Nvidia is proposing 'cost per token' as a critical metric for evaluating AI infrastructure, potentially influencing enterprise adoption and hardware assessment. Strategic investments in third-party infrastructure providers, alongside in-house data centers, indicate a pivot driven by GPU availability, grid constraints, and inference workload economics. The company is also building new manufacturing plants to bolster data center support and exploring data center integration in new home constructions.
Last updated May 10, 2026
Coverage
26 Nov 2025
The SC25 conference highlighted a new phase in hyperscale AI development characterized by the convergence of coherent Arm-NVIDIA fabrics, standardization around liquid cooling, and unified power and compute designs for AI factories.
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25 Nov 2025
The competition in AI chips is intensifying, with reports suggesting Meta may engage with Google, potentially bolstering Google's long-term prospects to challenge Nvidia's current market leadership.
25 Nov 2025
The capital-structured agreement involving Microsoft, NVIDIA, and Anthropic transforms AI into a gigawatt-scale industrial undertaking, forcing a reassessment of where future US data center capacity can be physically sited.
23 Nov 2025
Global AI infrastructure development is undergoing rapid transformation driven by major capital deployments from Brookfield and NVIDIA, alongside Microsoft's expansion, focusing on underlying shifts in power dynamics, financing, and national sovereignty.
20 Nov 2025
Nvidia's latest earnings confirm the strong continuation of the artificial intelligence boom but also leave unresolved questions regarding potential market bubble concerns.
20 Nov 2025
Nvidia's strong sales forecast for the upcoming quarter, which exceeded analyst expectations, has alleviated concerns regarding potential volatility or a bubble in the artificial intelligence hardware market.
20 Nov 2025
Brookfield has launched a substantial $10 billion fund in partnership with Nvidia specifically to target investments in AI infrastructure.
12 Nov 2025
Google's Project Suncatcher and NVIDIA's Starcloud mark the initial exploration into orbital AI compute, involving solar-powered satellite constellations and specialized GPU clusters designed for extraterrestrial operations.