nvidia

**NVIDIA** has established itself as the indispensable provider of the compute power that drives modern artificial intelligence. Their GPUs, particularly the H100 and subsequent Blackwell architectures, have become the standard for training and deploying the world's most advanced LLMs. At Otherworlds, we track the technical and strategic impact of NVIDIA's hardware and software ecosystem on the AI landscape.

We explore the nuances of the CUDA platform, which has created a massive competitive moat for NVIDIA by providing the software layer that allows developers to extract maximum performance from the silicon. Our analysis covers the evolution of Tensor Cores, the importance of high-bandwidth memory (HBM3e), and the development of specialized networking solutions like NVLink and InfiniBand that allow thousands of GPUs to work together as a single supercomputer.

For the enterprise, we look at the economics of NVIDIA compute, focusing on the choice between on-premise H100 clusters and cloud-based instances. We also discuss the impact of NVIDIA's specialized software stacks, such as TensorRT for inference optimization and the NVIDIA AI Enterprise suite. By monitoring the hardware roadmap and the supply chain dynamics of the GPU market, we provide our readers with the insights needed to plan their infrastructure investments in an era of unprecedented demand for compute.