Notably, Nvidia competitors like Broadcom, AMD, and Intel have not joined the NVLink Fusion ecosystem. Monday, NVDA closed at $135.57, up 0.13%, and is currently trading after hours at $135.54 ...

NVIDIA Corporation’s NVDA networking business is gaining strong momentum, thanks to its full-stack approach. In the first ...

NVIDIA NVLink Fusion lets industries create semi-custom AI infrastructure with a vast ecosystem of partners building with NVIDIA NVLink, the world’s most advanced and widely adopted computing ...

With NVLink Fusion, Qualcomm can integrate its Oryon-based CPUs and AI accelerators directly with Nvidia’s GPUs. That could allow the company to offer an alternative to Nvidia’s own Grace CPU ...

For instance, Nvidia just began selling GB200 NVL72 racks, which contain 72 Blackwell GPUs and 36 Grace CPUs all linked together through Nvidia's in-house networking technologies.

Nvidia uses NVLink for fast communication between its own GPU and CPU chips in what it dubs the GH200 ‘Superchip.’ The superchips have been used in multiple supercomputers.

The partners who want to incorporate NVLink Fusion into their application-specific chips (ASICs) include Alchip, AlsteraLabs, Marvell and Mediatek. For CPUs, Nvidia is working with Fujitsu and ...

MediaTek, Marvell, Alchip Technologies, Astera Labs, Synopsys and Cadence to Create Custom AI Silicon With NVIDIA NVLink EcosystemFujitsu and Qualcomm Each Plan to Build Custom CPUs Coupled With ...

However, the new NVLink Fusion offering may serve as a warning to those who anticipate hypergrowth for Nvidia GPUs for a long period, or at least continued hypergrowth at these same margins.