NVIDIA in 2025: From GPU Dominance to Open‑Source Multimodal AI and Edge Expansion

NVIDIA in 2025: From GPU Dominance to Open‑Source Multimodal AI and Edge Expansion { "@context": "https://schema.org", "@type": "TechArticle", "headline": "NVIDIA in 2025: From GPU Dominance to Open‑Source Multimodal AI and Edge Expansion", "author": { "@type": "Person", "name": "Senior Technology Journalist" }, "datePublished": "2025-09-26", "dateModified": "2025-09-26", "articleBody": "..." } September 26, 2025 In early 2025 NVIDIA is still the backbone of enterprise AI infrastructure, but its strategic focus is shifting from pure hardware sales toward a platform that blends GPUs, software services, and open‑source tools. This article distills the most recent filings, analyst reports, and industry benchmarks to give technology leaders a clear view of where NVIDIA’s strengths lie, what risks remain, and how to position their own stacks for 2025‑2028. Executive Snapshot GPU revenue now accounts for roughly 48 % of NVIDIA’s forecasted 2028 total income, down from the >70 % share seen in the early 2020s. The hyperscaler capital‑expenditure wave is projected to exceed $400 B annually by 2027, with NVIDIA supplying ≈65 % of that spend through GPUs and HGX platforms. NVIDIA’s first openly released multimodal LLM—NVLM‑D (the “D” designation refers to the public “Discovery” release)—has achieved competitive results on vision–language benchmarks while remaining fully deployable on customer‑owned hardware. Edge compute is emerging as a high‑margin niche; NVIDIA’s AIMGX and HGX‑edge solutions target automotive, telecom, and industrial IoT workloads that demand sub‑millisecond inference latency. Hyperscaler Spending: Where the Money Is Going According to the latest Gartner AI Infrastructure Forecast 2025–2027 , hyperscalers are expected to spend $390 B per year on GPU‑based AI infrastructure by 2027. NVIDIA’s HGX platforms—bundling GPUs with NVLink interconnects, Mellanox networking, and the NVIDIA AI Enterprise software stack—capture roughly 65 % of that spend, translating to