SAN JOSE, Calif. - NVIDIA has announced its contribution of key elements of its NVIDIA Blackwell accelerated computing platform to the Open Compute Project (OCP), furthering its commitment to open data center technologies. The announcement was made during the OCP Global Summit, which commenced today and will continue through October 17 at the San Jose Convention Center.
The company released portions of its NVIDIA GB200 NVL72 system design, encompassing rack architecture, compute and switch tray mechanics, liquid-cooling, and thermal specifications, as well as NVIDIA NVLink cable cartridge measurements. This move aims to facilitate higher compute density and networking bandwidth in data centers.
NVIDIA's GB200 NVL72 system, based on the NVIDIA MGX modular architecture, connects 36 NVIDIA Grace CPUs with 72 NVIDIA Blackwell GPUs. This configuration creates a powerful GPU domain capable of delivering 30 times faster real-time inference for large language models with trillions of parameters compared to the NVIDIA H100 Tensor Core GPU.
Moreover, NVIDIA has expanded support for its Spectrum-X Ethernet networking platform to align with OCP Community-developed specifications. This includes the next-generation NVIDIA ConnectX-8 SuperNIC, which supports adaptive routing and telemetry-based congestion control to enhance Ethernet performance for scale-out AI infrastructure. The ConnectX-8 SuperNIC, designed for massive-scale AI workloads, will be available for OCP 3.0 next year, offering accelerated networking speeds of up to 800Gb/s.
NVIDIA's initiative is part of a decade-long collaboration with OCP, involving over 40 global electronics manufacturers. The aim is to simplify the development of AI data center infrastructure. Partners such as Meta (NASDAQ:META) are also contributing to the platform, with plans to add its Catalina AI rack architecture based on the GB200 NVL72 to OCP.
Jensen Huang, founder and CEO of NVIDIA, stressed the importance of advancing open standards to help organizations harness the full potential of accelerated computing and build the AI factories of the future.
The information provided in this article is based on a press release statement from NVIDIA. The company, listed on NASDAQ:NVDA, is recognized as a leader in accelerated computing.
In other recent news, Nvidia Corporation (NASDAQ:NVDA) is making headlines with its market capitalization reaching $3.39 trillion, nearing Apple (NASDAQ:AAPL)'s $3.52 trillion, following a surge in its shares. This development comes amid the U.S. government's consideration of imposing export limitations on advanced artificial intelligence (AI) chips to specific countries, potentially affecting Nvidia and other major chipmakers like Intel Corp (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD). The proposed restrictions aim to safeguard national security and are currently in preliminary stages.
Analysts from TD Cowen have maintained a Buy rating on Nvidia's shares, expressing confidence in the anticipated strong demand for the company's Hopper products. The firm has also set a price target of $165 for Nvidia's stock. In addition, Citi has reaffirmed a Buy rating for Nvidia, predicting significant growth in the company's GPU sales due to their increasing relevance in AI and machine learning infrastructure.
Investors are eagerly awaiting the release of third-quarter earnings reports from major banks and companies, including Goldman Sachs and Bank of America. These reports are expected to shed light on the state of the U.S. economy. Meanwhile, shares of oil companies have seen a decline, mirroring a drop in crude prices, and the Federal Reserve is expected to cut rates by 25 basis points next month.
InvestingPro Insights
NVIDIA's commitment to open data center technologies aligns well with its strong market position and financial performance. According to InvestingPro data, NVIDIA boasts a market capitalization of $3.21 trillion, reflecting its dominant position in the semiconductor industry. The company's revenue growth is particularly impressive, with a 194.69% increase over the last twelve months as of Q2 2025, reaching $96.31 billion. This robust growth underscores NVIDIA's success in capitalizing on the increasing demand for AI and accelerated computing solutions.
InvestingPro Tips highlight NVIDIA's financial strength and market leadership. The company has maintained dividend payments for 13 consecutive years, demonstrating its commitment to shareholder returns. Additionally, NVIDIA operates with a moderate level of debt and has liquid assets exceeding short-term obligations, indicating a solid financial foundation to support its innovative initiatives like the Blackwell platform.
The company's gross profit margin of 75.98% for the last twelve months as of Q2 2025 is described as "impressive" by InvestingPro Tips. This high profitability allows NVIDIA to invest heavily in research and development, crucial for maintaining its technological edge in the competitive semiconductor industry.
NVIDIA's stock has shown strong performance, with a 203.8% total return over the past year. This aligns with the company's growth trajectory and its pivotal role in advancing AI and data center technologies.
For investors seeking a deeper understanding of NVIDIA's financial health and market position, InvestingPro offers 23 additional tips, providing a comprehensive analysis of the company's prospects and potential risks.
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