Artificial intelligence continues to dominate the news. Demand for graphics processing units has reshaped global markets, and spending on AI infrastructure across governments and industries continues to reach unprecedented levels.

This week, however, the conversation extends beyond AI itself — the focus is shifting to how it’s executed. Nvidia Corp.’s second GTC event of the year in Washington, D.C., brings builders, policymakers and operators together. The company remains at the center of the AI conversation through its flagship Compute Unified Device Architecture, or CUDA — the dominant software layer that transforms GPUs into a complete computing platform. With that context, Nvidia is pressing its advantage, with more partners and prebuilt solutions meaning more reasons to stay on CUDA, according to John Furrier, executive analyst at theCUBE Research.

“I think this is such a huge win for Nvidia,” he said. “The moat just got massive, because our whole thing about the moat was CUDA and they got the two-sided marketplace. This, in my opinion, takes pressure off CUDA because now [Nvidia] can continue to pound away at CUDA’s competitive advantage.”

TheCUBE, SiliconANGLE Media’s livestreaming studio, will cover the Nvidia GTC Washington, D.C. event, on Oct. 30, providing exclusive interviews and analysis. Viewers can expect conversations from industry leaders on agentic AI deployment, operational efficiency and the evolution of AI infrastructure and factories. (* Disclosure below.)

AI infrastructure lays the groundwork for GTC

Nvidia’s case in Washington builds on its CUDA base: The company is tying software, systems and partners to practical rollouts — from inference clusters to data pipelines and networking. It’s the same flywheel that has turned GPU demand into standard operating plans for new builds. With that momentum, Nvidia’s growth metrics highlight strong enterprise confidence and accelerating adoption.

“This company’s growing at 50%. They did $47 million, a billion on the top line,” said Dave Vellante, chief analyst at theCUBE Research. “To me, the quarter was just a validation of everything that we’ve known … the AI momentum continues.”

But these AI factories do not rise without massive amounts of buy-in. Beyond the show floor at GTC, Nvidia’s durable advantage will depend on operational talent — the enterprises and engineers who keep heterogeneous stacks running at scale. In these hyperscale environments in particular, leaders such as OpenAI are prioritizing efficiency curves and total cost to serve with Nvidia as they scale out AI factories.

“Spend more, save more actually works for the hyperscalers. I think that’s what GPT-5 was all about,” Vellante added. “GPT-5 … didn’t impress in the benchmarks; it’s just going to barely eke out the lead. But that was an economic announcement where they’re basically using better, more efficient infrastructure and dropping dollars to the bottom line. As long as that dynamic holds up and these guys are building data centers, by spending more with Nvidia, they actually will make more money.”

These themes will anchor discussions throughout the Nvidia GTC Washington, D.C. event. TheCUBE will provide exclusive coverage of the event, featuring key interviews, analyst-driven insights and real-time analysis of Nvidia’s latest announcements.

TheCUBE event livestream

Do not miss theCUBE’s coverage of the Nvidia GTC Washington, D.C. event on Oct. 30, 2025. Plus, you can watch theCUBE’s event coverage on-demand after the event.

How to watch theCUBE interviews

We offer you various ways to watch theCUBE’s coverage of the Nvidia GTC Washington, D.C. event, including theCUBE’s dedicated website and YouTube channel. You can also get all the coverage from this year’s events on SiliconANGLE.

TheCUBE podcasts

SiliconANGLE’s “theCUBE Pod” is available on Apple Podcasts, Spotify and YouTube, which you can enjoy while on the go. During each podcast, SiliconANGLE’s John Furrier and Dave Vellante unpack the biggest trends in enterprise tech — from AI and cloud to regulation and workplace culture — with exclusive context and analysis.

SiliconANGLE also produces our weekly “Breaking Analysis” program, where Dave Vellante examines the top stories in enterprise tech, combining insights from theCUBE with spending data from Enterprise Technology Research, available on Apple Podcasts, Spotify and YouTube.

Guests

During the Nvidia GTC Washington, D.C. event, theCUBE’s coverage will feature conversations with industry and policy leaders on turning Nvidia’s news into deployments — from CUDA-driven developer momentum to AI infrastructure choices across GPUs, networking and data pipelines. Expect clear, practical insights on capacity planning, power and cooling, mixed-vendor strategies and how teams use resources to move into production.

During the event, theCUBE will talk with industry executives and cloud and AI ecosystem leaders, including Bob Venero, president and chief executive officer of Future Tech Enterprise; Travis Garriss, chief information and digital officer of Northrop Grumman; Will Eatherton, senior vice president of data center, internet and cloud infrastructure engineering at Cisco Systems; Mike Trojecki, senior director of the AI practice at World Wide Technology; and Kevin Cochrane, chief marketing officer of Vultr, among others.

(* Disclosure: TheCUBE is a paid media partner for the Nvidia GTC Washington, D.C. event. Sponsors of theCUBE’s event coverage do not have editorial control over content on theCUBE or SiliconANGLE.)

Image: SiliconANGLE