Nvidia CEO Jensen Huang backs open source AI as the driver of enterprise adoption, unveiling RTX Pro servers and mapping a multibillion-dollar future.
Nvidia CEO Jensen Huang has positioned open source AI as the key force accelerating enterprise adoption of artificial intelligence, highlighting its role in enabling companies to build customised proprietary software stacks.
“Open source models are opening up large enterprise, SaaS companies, industrial companies, robotics companies to now join the AI revolution,” Huang said during the Q2 2026 earnings call. “It’s really fueled the adoption of AI in enterprises around the world because enterprises want to build their own custom proprietary software stacks.”
The company’s enterprise pivot is being driven by the launch of the GPU-powered RTX Pro server earlier this month. Already adopted by Disney, Hyundai, Lilly, SAP and others, the hardware is designed to run both traditional IT applications and advanced AI workloads. “As enterprises modernise data centres, RTX PRO servers are poised to become a multibillion-dollar product line,” said Nvidia EVP and CFO Colette Kress.
Financially, Nvidia posted $46.7 billion in Q2 revenue, up 56% year over year, though growth has slowed from 122% a year ago. It projects Q3 revenues of about $54 billion. Revenues have grown nearly eightfold in three years, fuelled largely by hyperscaler investments, with Google, Microsoft and AWS collectively spending more than $200 billion on AI infrastructure in 2025.
That surge has driven the server market to its largest quarterly jump in 25 years, with Q1 sales climbing 134% to $95.2 billion, according to IDC. Yet analysts caution growth will moderate as enterprises embrace smaller, more efficient models. “The shift towards smaller, specialised models is slowing demand for AI computing,” said Omdia principal analyst Alexander Harrowell.
Despite the slowdown, Huang emphasised Nvidia’s evolution into a full AI infrastructure provider. Kress added, “We are at the beginning of an industrial revolution that will transform every industry,” projecting $3 trillion–$4 trillion in infrastructure spend over the next decade.
