--- title: What Does NVIDIA Actually Do? | daily.dev description: NVIDIA is not just a GPU company — it operates a five-layer AI infrastructure platform: silicon (GPUs), networking (NVLink/InfiniBand via Mellanox), platform... canonical: https://daily.dev/posts/fnnwpuigb twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: What Does NVIDIA Actually Do? | daily.dev og:description: NVIDIA is not just a GPU company — it operates a five-layer AI infrastructure platform: silicon (GPUs), networking (NVLink/InfiniBand via Mellanox), platform... og:url: https://daily.dev/posts/fnnwpuigb og:image: https://api.daily.dev/og/posts/fNNWPUigb.png og:image:alt: Post cover image og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # What Does NVIDIA Actually Do? **[Paolo Perrone](https://daily.dev/sources/plhl9qb1xlvee3ys6rvk0)** · [@paoloap](https://daily.dev/paoloap) · 12 upvotes · 5 comments ## Summary NVIDIA is not just a GPU company — it operates a five-layer AI infrastructure platform: silicon (GPUs), networking (NVLink/InfiniBand via Mellanox), platform software (CUDA), framework integration (PyTorch/TensorFlow/JAX), and cloud services (DGX Cloud). No competitor owns more than two of these layers. CUDA, launched in 2006, is the core moat with 4M+ developers and 20 years of optimization depth. FY2025 revenue hit $130.5B, with data center at $115.2B (91% of total). Three key strategic bets drove this: investing in free software (CUDA) to lock in hardware sales, annual GPU architecture self-cannibalization to stay ahead of competitors, and the $6.9B Mellanox acquisition to own cluster interconnects. Threats are real but 2-3 years from mattering: ROCm, OpenAI's Triton, and hyperscaler custom silicon are all attacking the stack. Practical advice: use NVIDIA today, but design infrastructure for hardware portability. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Community discussion Top comments from developers on daily.dev. **@charljustineompoc** · 1 upvotes > Thanks. **@kkurko** · 1 upvotes > Great read, thanks for sharing (and writing) this one! I liked the wording and how the article was structured — overall it was really easy to read this one **@asta13** · 1 upvotes > Great read, Thanks ## Similar posts on daily.dev - [Don’t just attend KubeCon \+ CloudNativeCon, Merge Forward your experience\!](https://daily.dev/posts/don-t-just-attend-kubecon-cloudnativecon-merge-forward-your-experience--l0rpp73x8) · CNCF · 1 upvotes · 0 comments - [Announcing H2 2026 KCDs](https://daily.dev/posts/announcing-h2-2026-kcds-m96goajm1) · CNCF · 1 upvotes · 0 comments - [Two months of Open Community Groups](https://daily.dev/posts/two-months-of-open-community-groups-asf52zhbs) · CNCF · 0 upvotes · 0 comments - [CNCF Unveils Schedule for KubeCon \+ CloudNativeCon Europe 2026](https://daily.dev/posts/cncf-unveils-schedule-for-kubecon-cloudnativecon-europe-2026-ikhcoa5cb) · CNCF · 2 upvotes · 0 comments - [CNCF Debuts KubeCon \+ CloudNativeCon Japan 2026 Schedule](https://daily.dev/posts/cncf-debuts-kubecon-cloudnativecon-japan-2026-schedule-xp5pyudub) · CNCF · 1 upvotes · 0 comments --- Tags: [#machine-learning](https://daily.dev/tags/machine-learning), [#nvidia](https://daily.dev/tags/nvidia), [#gpu](https://daily.dev/tags/gpu), [#cuda](https://daily.dev/tags/cuda), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure) [View this post on daily.dev](https://daily.dev/posts/fnnwpuigb) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"DiscussionForumPosting","mainEntityOfPage":"https://daily.dev/posts/fnnwpuigb","headline":"What Does NVIDIA Actually Do?","text":"Shared: What Does NVIDIA Actually Do?","url":"https://daily.dev/posts/fnnwpuigb","datePublished":"2026-03-28T00:37:07.055Z","dateModified":"2026-03-28T00:38:21.218Z","author":{"@type":"Person","name":"Paolo Perrone","url":"https://daily.dev/paoloap","image":"https://lh3.googleusercontent.com/a/AGNmyxaOowFqs19Msmo4AtbOanvSwkOb705dhJ-u3fFQ0Nw=s96-c","description":"No BS AI/ML Content | ML Engineer with a Plot Twist 🥷 90k+ Followers on LinkedIn","interactionStatistic":{"@type":"InteractionCounter","interactionType":{"@type":"EndorseAction"},"userInteractionCount":2630}},"image":"https://media.daily.dev/image/upload/s--0_ODbtD2--/f_auto/v1722860399/public/Placeholder%2008","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":12},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":5}],"sharedContent":{"@type":"WebPage","url":"https://api.daily.dev/r/Htk8yMCGm"},"comment":[{"@type":"Comment","text":"Thanks.","datePublished":"2026-03-31T12:52:06.343Z","url":"https://daily.dev/posts/fNNWPUigb#c-h2PG3FlzC","author":{"@type":"Person","name":"charl justine ompoc","url":"https://daily.dev/charljustineompoc","image":"https://lh3.googleusercontent.com/a/ACg8ocJHpFvFdZa61hpiGGmr1xhQJoM-EDsrmHbTQPA2dOxrnlFoJjY=s96-c"},"interactionStatistic":{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":1}},{"@type":"Comment","text":"Great read, thanks for sharing (and writing) this one! I liked the wording and how the article was structured — overall it was really easy to read this one","datePublished":"2026-04-02T16:10:26.585Z","url":"https://daily.dev/posts/fNNWPUigb#c-fNGzQ3HuP","author":{"@type":"Person","name":"Kirill Kurko","url":"https://daily.dev/kkurko","image":"https://avatars.githubusercontent.com/u/58859242?v=4"},"interactionStatistic":{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":1}},{"@type":"Comment","text":"Great read, Thanks","datePublished":"2026-04-03T01:30:54.173Z","url":"https://daily.dev/posts/fNNWPUigb#c-YJzbHpWfE","author":{"@type":"Person","name":"Asta","url":"https://daily.dev/asta13","image":"https://lh3.googleusercontent.com/a/ACg8ocLeLuHxbw2CXcHsvAuJZY8KFoNJh7Y9L3m7UnAShs8arIhy2w=s96-c"},"interactionStatistic":{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":1}}],"isPartOf":{"@type":"WebPage","url":"https://daily.dev/sources/plhl9qb1xlvee3ys6rvk0","name":"Paolo Perrone"}} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"Paolo Perrone","item":"https://daily.dev/sources/plhl9qb1xlvee3ys6rvk0"},{"@type":"ListItem","position":3,"name":"What Does NVIDIA Actually Do?"}]} ```