- NVIDIA‘s CFO estimates global data-center infrastructure could reach $3 trillion to $4 trillion by the end of the decade, driven by increased adoption of GPU technology.
- Workloads are shifting from traditional CPU-based computing to GPU-accelerated systems, supporting advanced AI and data-center operations.
- Nearly all of Nvidia‘s new hardware shipments add to existing compute capacity rather than replacing older equipment.
- Nvidia remains confident about its competitive edge with developments like the “Grace Blackwell” and upcoming “Vera Rubin” systems.
- The company recently invested $2 billion in Synopsys to expand the use of its GPUs in industrial and engineering applications.
Colette Kress, Executive Vice President and CFO of Nvidia, spoke at the UBS Global Technology & AI Conference 2025 on Tuesday, sharing her perspective on the future of AI infrastructure. Kress stated that the surge in GPU adoption is not a temporary trend but a major industry shift, as more data-center workloads transition away from CPUs to take advantage of GPU acceleration.
She estimated that the total value of global data-center infrastructure, powered in large part by GPUs, could rise to between $3 trillion and $4 trillion by the end of the decade. According to Kress, this would represent a doubling of current capacity and reflect an ongoing need for accelerated computing to support AI, cloud, and large-scale operations.
Kress noted that “Most of all workloads, most of all work done in the data center has been done with CPUs for years,” but this is changing due to the requirements of modern applications. She emphasized that almost all of Nvidia‘s recent shipments are additive, meaning they expand the overall compute infrastructure instead of replacing existing hardware. “It’s true that most of the installed base still stays there,” she added.
Addressing questions about competition and the potential impact of new architectures, Kress reiterated Nvidia’s confidence in maintaining its technological lead. She highlighted the company’s roadmap, featuring the “Grace Blackwell” and upcoming “Vera Rubin” systems, as key to supporting further advances.
On Monday, Nvidia announced a $2 billion investment in Synopsys, a company specializing in semiconductor design software. This move aims to extend the application of Nvidia’s GPUs into additional industrial and engineering sectors.
Year-to-date, NVDA stock has increased by over 35%. Meanwhile, retail sentiment on Stocktwits shifted to ‘neutral’ from ‘bullish’, and message activity about the stock moved to ‘low’ in the last 24 hours. For broader context and further insight, see this data update.
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