On the back of strong confidence from hedge funds and Wall Street, NVIDIA Corporation (NASDAQ:NVDA) is one of the best AI infrastructure stocks, with upside potential of 34.0%.
NVIDIA Corporation (NASDAQ:NVDA) is not just selling chips into the AI buildout
It now provides infrastructure builders with an end-to-end stack to construct, simulate, and operate entire AI factories. On June 1, 2026, NVIDIA Corporation (NASDAQ:NVDA) announced the NVIDIA DSX platform, a co-designed system that brings together open-source software libraries, application programming interfaces, reference designs, accelerated computing platforms, and partner technologies into a unified framework for AI factory design, deployment, and operations. The latest additions to NVIDIA Corporation (NASDAQ:NVDA)’s platform include two new open source software layers.
DSX MaxLPS is a suite of technologies designed to maximize token performance per megawatt within a fixed power budget, combining 45-degree Celsius liquid cooling with in-rack optimization tools that allow operators to run up to 40% more GPUs at their most energy-efficient point with minimal workload impact. DSX OS is a modular software layer purpose-built for AI factory operations, covering lifecycle management, intelligent scheduling, health automation, resiliency, and multi-tenant operations. Those additions join existing DSX components, including DSX Sim, a high-fidelity simulation layer that lets operators model and validate infrastructure decisions before deployment; DSX Flex, which connects AI factories to power grid services for dynamic workload adaptation; and DSX Exchange, which integrates compute, energy, and cooling signals across IT and operational systems.