Jensen Huang, co-founder and chief govt officer of Nvidia Corp., speaks through the Computex convention in Taipei, Taiwan, on Monday, Might 19, 2025.
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Nvidia CEO Jensen Huang made a slew of bulletins and revealed new merchandise on Monday which can be aimed toward protecting the corporate on the heart of synthetic intelligence growth and computing.
One of the crucial notable bulletins was its new “NVLink Fusion” program, which is able to enable prospects and companions to make use of non-Nvidia central processing models and graphics processing models along with Nvidia’s merchandise and its NVLink.
Till now, NVLink was closed to chips made by Nvidia. NVLink is a know-how developed by Nvidia to attach and trade information between its GPUs and CPUs.
“NV hyperlink fusion is so as to construct semi-custom AI infrastructure, not simply semi-custom chips,” Huang mentioned on the Computex 2025 in Taiwan, Asia’s greatest electronics convention.
In response to Huang, NVLink Fusion permits for AI infrastructures to mix Nvidia processors with completely different CPUs and application-specific built-in circuits (ASICs). “In any case, you get pleasure from utilizing the NV hyperlink infrastructure and the NV hyperlink ecosystem.”
Nvidia announced Monday that AI chipmaking companions for NVLink Fusion already embrace MediaTek, Marvell, Alchip, Astera Labs, Synopsys and Cadence. Underneath NVLink Fusion, Nvidia prospects like Fujitsu and Qualcomm Technologies will even be capable to join their very own third-party CPUs with Nvidia’s GPUs in AI information facilities, it added.
In response to Ray Wang, a Washington-based semiconductor and know-how analyst, the NVLink represents Nvidia’s plans to seize a share of knowledge facilities based mostly on ASICs, which have historically been seen as Nvidia rivals.
Whereas Nvidia holds a dominant place in GPUs used for common AI coaching, many rivals see room for expansion in chips designed for extra particular purposes. A few of Nvidia’s largest rivals in AI computing — that are additionally a few of its greatest prospects — embrace cloud suppliers similar to Google, Microsoft and Amazon, all of that are constructing their very own {custom} processors.
NVLink Fusion “consolidates NVIDIA as the middle of next-generation AI factories—even when these programs aren’t constructed totally with NVIDIA chips,” Wang mentioned, noting that it opens alternatives for Nvidia to serve prospects who aren’t constructing totally Nvidia-based programs, however wish to combine a few of its GPUs.
“If extensively adopted, NVLink Fusion may broaden NVIDIA’s trade footprint by fostering deeper collaboration with {custom} CPU builders and ASIC designers in constructing the AI infrastructure of the long run,” Wang mentioned.
Nonetheless, NVLink Fusion does danger reducing demand for Nvidia’s CPU by permitting Nvidia prospects to make use of options, in keeping with Rolf Bulk, an fairness analysis analyst at New Avenue Analysis.
However, “on the system stage, the added flexibility improves the competitiveness of Nvidia’s GPU-based options versus different rising architectures, serving to Nvidia to keep up its place on the heart of AI computing,” he mentioned.
Nvidia’s rivals Broadcom, AMD, and Intel are up to now absent from the NVLink Fusion ecosystem.
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Huang opened his keynote speech with an replace on Nvidia’s next-generation of Grace Blackwell programs for AI workloads. The corporate’s “GB300,” to be launched within the third quarter of this 12 months, will provide increased total system efficiency, he mentioned.
On Monday, Nvidia additionally introduced the brand new NVIDIA DGX Cloud Lepton, an AI platform with a compute market that Nvidia mentioned will join the world’s AI builders with tens of 1000’s of GPUs from a world community of cloud suppliers.
“DGX Cloud Lepton helps deal with the vital problem of securing dependable, high-performance GPU sources by unifying entry to cloud AI providers and GPU capability throughout the NVIDIA compute ecosystem,” the corporate mentioned in a press release.
In his speech, Huang additionally introduced plans for a brand new workplace in Taiwan, the place it can even be constructing an AI supercomputer undertaking with Taiwan’s Foxconn, formally often known as Hon Hai Expertise Group, the world’s largest electronics producer.
“We’re delighted to companion with Foxconn and Taiwan to assist construct Taiwan’s AI infrastructure, and to help TSMC and different main firms to advance innovation within the age of AI and robotics,” Huang mentioned.