Source: SiliconANGLE
Nvidia is shifting from selling chips for massive centralized AI clusters to enabling distributed inference at the edge. This breaks the economics of the cloud oligopoly by moving the bottleneck from training—where scale still favors hyperscalers—to deployment. Thousands of companies will need their own edge hardware to run models locally, creating a larger addressable market than GPU data center sales alone. Control of the inference layer means control of the enterprise relationship, and Nvidia is positioning itself as the infrastructure backbone for a fragmented, distributed AI future rather than a centralized one.