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Tech Insight: Nvidia is now an AI infrastructure platform company

Nvidia is now a heterogeneous AI infrastructure platform company, tech analyst Patrick Moorhead said after hearing announcements at Nvidia\'s annual GTC 2026 conference. Nvidia unveiled its new Vera Rubin AI infrastructure platform, including chips and rack systems designed for mass production. It also highlighted integration with Groq inference hardware and growing demand for its Vera CPU. Nvidia detailed software moves with Dynamo 1.0 and a security-enhanced NeMo stack, and cited adoption across cloud, enterprise and robotics.