Nvidia Corp.’s (NASDAQ:NVDA) role in the artificial intelligence boom extends beyond supplying chips, with the company helping customers secure the land, power and data-center capacity needed to deploy large-scale AI infrastructure.
“We have certainly engaged with a lot of different companies matchmaking with them,” CFO Colette Kress said at Bank of America’s Global Technology Conference Thursday, highlighting Nvidia’s growing involvement in the broader AI infrastructure ecosystem.
The AI Buildout Is Becoming An Infrastructure Challenge
Kress’ comments highlight that the biggest hurdles to expanding AI capacity extend beyond semiconductors, as companies race to secure the physical infrastructure needed to support next-generation computing clusters.
Technology companies and data-center operators invested billions of dollars in AI infrastructure, driving growing competition for power-rich sites capable of supporting large-scale deployments.
Rather than simply supplying GPUs, Nvidia is increasingly using its position in the AI ecosystem to help customers overcome infrastructure hurdles and speed up project development.
AI Returns Are Growing, But Compute Remains Tight
Kress said cloud providers are already generating strong returns from their AI investments as they continue selling computing capacity and supporting foundation models.
She added that demand is expanding beyond enterprise customers, with consumer adoption and the rise of agentic AI creating new revenue opportunities for companies deploying AI infrastructure.
Despite those gains, Kress said “the compute is tight,” noting that customers continue to seek additional capacity as growing AI workloads drive demand for more computing resources.
AI Cloud Emerging As A Key Growth Driver
Hyperscalers account for roughly half of Nvidia’s revenue, Kress said, while highlighting AI-focused cloud providers as a fast-growing customer group.
She added that AI cloud providers are increasingly serving customers that lack the scale or expertise to build dedicated AI infrastructure on their own.
Price Action: Nvidia shares have gained roughly 17% so far this year and are up about 54% over the past 12 months. Shares finished Thursday’s session up 1.82% at $218.66 before falling 1.39% in premarket trading on Friday.
Benzinga Edge Rankings indicate that NVDA has a Momentum score in the 82nd percentile and a Growth score in the 98th percentile.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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