The AI Network Is The Computer, Says Nvidia Nvidia just reclaimed its title as the world’s most valuable company. Whether it retains this top position and for how long depends on its success in defining and developing a worldwide network of AI processing units. Nvidia is pursuing a vision of a future where “part of the application runs in the data center, another part in a data center at the edge, and another part in an autonomous machine roaming around the world.” This is how Jensen Huang, Nvidia’s co-founder and CEO, described the future of computer applications in a conversation with Bob Metcalfe, inventor of the Ethernet. Huang and Metcalfe are prime examples of the remarkable marriage of engineering ingenuity and marketing creativity that has made many American entrepreneurs successful. Already five years ago, Huang saw the data center as “a composable disaggregated infrastructure,” where the critical path is the interaction of one “computing node” with another “computing node” ...