Nvidia reminds us it’s not a gaming company anymore, but ‘an AI data center infrastructure company’

Nvidia reminds us it’s not a gaming company anymore, but ‘an AI data center infrastructure company’

By Justin Wagner
Publication Date: 2025-11-21 16:36:00

A recent financial call from Nvidia shared all sorts of roaring successes for the tech giant, including an eye-watering $57 billion in revenues during the third quarter of 2025. Nvidia’s huge role in the AI boom (or bubble, cough) went a long way in getting it there, and it seems the company’s public-facing identity is shifting in response.

As reported by Dexerto, the statement from the earnings call said Nvidia has “evolved over the past twenty-five years from a gaming GPU company to now an AI data center infrastructure company.” The Nvidia Newsroom X account shared a longer quote from CEO Jensen Huang, where he said “We’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast—with more new foundation model makers, more AI startups, across more industries, and in more countries.”