NVIDIA has emerged as a key player in the global AI infrastructure race, reporting a record $46.7 billion in quarterly revenue, a 56% increase year-over-year. The company announces it produces 1,000 AI racks weekly, fueled by demand for its Blackwell and Blackwell Ultra GPUs. CEO Jensen Huang forecasts $3 to $4 trillion will be dedicated to AI infrastructure by 2030. Huang emphasizes, “Blackwell and Rubin AI factory platforms will be scaling into the global AI factory build out.”