Nvidia released striking new data on Wednesday regarding its infrastructure capabilities. The company demonstrated that the Nvidia latest AI server can accelerate the performance of complex artificial intelligence models by ten times.
This performance leap specifically applies to the “Kimi K2 Thinking” model from China’s Moonshot AI.
Battling for the Inference Market
This announcement signals a strategic pivot in the semiconductor wars.
Previously, Nvidia dominated the “training” phase, where AI models learn from data. Now, the industry focus is shifting toward “inference.” This is the phase where models actually answer questions for millions of users.
Consequently, competition has intensified. Rivals like Cerebras and Advanced Micro Devices (AMD) are vying for a slice of this lucrative market.
Optimizing for Mixture-of-Experts
Nvidia’s new benchmarks specifically highlight the “mixture-of-experts” (MoE) architecture.
This technique improves efficiency. Instead of using the whole neural network for every query, the system breaks questions into smaller pieces. These pieces are then routed to specific “experts” within the model.
DeepSeek, a Chinese lab, shocked the industry earlier in 2025 with a high-performing open-source model using this method. It required significantly less training time on Nvidia chips than Western rivals.
Since that breakthrough, industry heavyweights have adopted the approach.
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OpenAI: The creator of ChatGPT.
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Mistral: A leading French AI lab.
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Moonshot AI: A Chinese firm that released a highly-ranked model in July.
Hardware Superiority
Nvidia is eager to prove that its hardware remains essential for these efficient models.
The company stated that the Nvidia latest AI server achieves these gains through brute force and engineering. The system packs 72 leading-edge chips into a single computer. Furthermore, it utilizes ultra-fast links to connect them.
This architecture allows the system to serve the Kimi K2 model 10 times faster than previous generations. This matches the performance gains seen with DeepSeek’s models.
The Competition Looms
While Nvidia touts its current advantages, rivals are closing the gap.
AMD has announced it is developing a similar server architecture. Their solution, which also features multiple powerful chips packed together, is scheduled to hit the market next year.
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