Nvidia CEO Jensen Huang credited Microsoft's Windows operating system as essential to his company's founding, speaking at an event unveiling a laptop powered by Nvidia's RTX Spark chip. Huang explained that Nvidia's 1993 inception stemmed from imagining a PC with 3D graphics around the time of Windows 3.1 in late 1992. When Nvidia went public in January 1999, Microsoft was worth approximately $390 billion whilst Nvidia was valued under $1 billion. Nvidia first surpassed Microsoft in market value on 18 June 2024 and has remained ahead since 25 June 2025. As of Wednesday, Nvidia was worth $5.73 trillion, about $1.8 trillion more than Microsoft's $3.93 trillion valuation. Huang detailed how Microsoft's software evolution enabled Nvidia's development, from Windows 95 enabling graphics chip connectivity through to DirectX 8's programmable GPU, which led to CUDA.

Nvidia has developed a full-stack safety system called Halos to reduce risks from robots and autonomous vehicles operating near people. The system, which expanded to robotics in June 2026, combines dedicated safety hardware, monitoring software, and testing simulations. Nvidia CEO Jensen Huang reported physical AI businesses are already generating nearly $10 billion in annual revenue. The Halos system is now being deployed by robotics companies including Agility Robotics, which integrated it into its Digit 5 humanoid robot, and Boston Dynamics for its Spot, Stretch, and Atlas robots. The technology addresses varying safety requirements across different robotic applications, from warehouse forklifts to humanoid robots. According to Amit Goel, Nvidia's head of robotics ecosystem, the system enables robots to work safely across multiple environments without requiring new safety infrastructure for each location. Other partners include Germany's KION Group and South Korea's LG.

Lenovo launched Lenovo AI Express with Nvidia on 8 October, offering preconfigured AI infrastructure and services. Order-to-ship times start at 15 business days for eligible configurations, beginning after order validation, payment clearance, end-user certification, and required approvals. The program combines Lenovo servers with Nvidia computing and networking, validated AI configurations, optional Nvidia and Red Hat software, and services covering planning, deployment, and optimisation. Availability and ordering processes vary by region. Lenovo said the program provides a path to its Hybrid AI Factory with Nvidia. The company organises its hybrid AI offerings into platforms including 221 and 241, alongside expanded services for hybrid AI factories. Competitors including Dell and HPE already market AI-focused servers for on-premises infrastructure.