Nvidia has publicly announced a major change in its corporate identity, moving away from its origins as a gaming GPU company. The technology giant now describes itself as an AI data center infrastructure company, a clear reflection of where its primary focus and monumental success currently lie.

This change follows an eye-watering financial quarter. During the third quarter of 2025, Nvidia reported record revenues of $57 billion, largely fueled by its dominance in the artificial intelligence sector. CEO Jensen Huang emphasized this shift, stating that the company has “evolved over the past twenty-five years” and is now focused on the rapidly growing AI ecosystem.

Huang believes the industry has entered a “virtuous cycle of AI,” with more foundation model makers and AI startups scaling quickly across various industries and countries. While Nvidia remains a key player in the gaming hardware market, this official re-branding confirms that its future, and its massive valuation, are now inextricably tied to its data center and AI infrastructure business.