US EditionNvidia's AI Ecosystem Masterplan Is Driving Its Stock
- Nvidia revealed its NVLink Fusion silicon program at Computex 2025 in Taipei, enabling rack-scale AI infrastructure with hyperscalers using custom chips.
- This move responds to hyperscalers like Amazon and Microsoft diversifying supply chains by designing their own AI chips and needing flexible integration solutions.
- NVLink Fusion extends Nvidia's proprietary NVLink interconnect to partner CPUs and accelerators from firms including Fujitsu, Qualcomm, MediaTek, and Marvell for high-bandwidth AI systems.
- The technology provides 1.8 TBps bandwidth per GPU—14 times faster than PCIe Gen 5—which Nvidia says gives customers "more choice and flexibility" and fuels innovation with Nvidia central.
- By opening its AI ecosystem, Nvidia aims to maintain leadership in AI infrastructure while enabling rivals' chips to coexist, which could reshape data center architectures and market competition.
20 Articles
20 Articles
Nvidia opens AI ecosystem to rival chipmakers to aid global push
By Vlad Savov, Ian King and Jane Lanhee Lee, Bloomberg Nvidia Corp. Chief Executive Officer Jensen Huang outlined plans to let customers deploy rivals’ chips in data centers built around its technology, a move that acknowledges the growth of in-house semiconductor development by major clients from Microsoft Corp. to Amazon.com Inc. Huang on Monday kicked off Computex in Taiwan, Asia’s biggest electronics forum, dedicating much of his nearly two-…
Nvidia opens its AI architecture to rivals with NVLink Fusion debut at Computex 2025
Nvidia breaks tradition with NVLink Fusion, allows competitors’ chips to integrate with its AI infrastructure. Jensen Huang unveils GB300 systems for Q3 release, announces “Constellation” Taiwan headquarters. Nvidia shattered its walled garden approach to AI infrastructure at Computex 2025, with CEO Jensen Huang unveiling NVLink Fusion – technology that lets customers integrate non-Nvidia chips into the company’s coveted AI systems. The surprisi…
Nvidia Launches NVLink Fusion to Boost AI Chip Performance, Industry Adoption - Tech
Nvidia has launched NVLink Fusion, a new chip interconnect technology aimed at speeding up communication between processors. Presented by CEO Jensen Huang during his keynote at Computex 2025 in Taipei, the announcement came with a message that Nvidia no longer intends to be just a chipmaker, it wants to become the backbone of the next wave of AI infrastructure. NVLink Fusion is offering rival chipmakers a piece of the technology Nvidia itself u…
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