NVDANew friends, same AI factory obsession
Nvidia’s latest flex isn’t a shiny new chip — it’s another partnership. Switch and SUSE are linking up with Nvidia to build out “AI Factories,” using Digital Twins and SUSE AI to make data centers run smarter, faster, and with fewer oops moments.
Why this matters
If you’re Nvidia, partnerships like this are the whole game. The company keeps trying to make its platform the default operating system for the AI industrial complex — from chips, to software, to the plumbing that keeps massive data centers from overheating like a laptop on a couch cushion.
The investor angle
This kind of deal doesn’t scream immediate revenue like an earnings beat would, but it does matter. Every new collaboration helps lock customers deeper into Nvidia’s stack and makes it harder for rivals to pry them away.
Big picture
Nvidia is selling more than silicon at this point. It’s selling the idea that the future of computing should run through its ecosystem — and that’s a pretty sticky pitch when everyone is racing to build the next AI data center.