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Joe DeLaere@NVIDIA Technical Blog
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NVIDIA has announced the opening of its NVLink technology to rival companies, a move revealed by CEO Jensen Huang at Computex 2025. The new program, called NVLink Fusion, allows companies making custom CPUs and accelerators to license the NVLink port designs. This opens the door for non-NVIDIA chips to integrate with NVIDIA's AI infrastructure, fostering a more flexible AI hardware ecosystem. MediaTek, Marvell, Fujitsu, and Qualcomm are among the early partners signing on to integrate their chips with NVIDIA's GPUs via NVLink Fusion.
NVIDIA's decision to extend NVLink support is a strategic play to remain central to the AI landscape. By enabling companies to combine their custom silicon with NVIDIA's technology, NVIDIA ensures it remains essential to their AI strategies and potentially captures additional revenue streams. NVLink Fusion allows for semi-custom AI infrastructure where other processors are involved, but the underlying connective tissue belongs to NVIDIA. The high-speed interconnect offers significantly higher bandwidth compared to PCIe 5.0, offering advantages for CPU-to-GPU communications.
This expansion doesn't mean NVIDIA is entirely opening the interconnect standard. Connecting an Intel CPU to an AMD GPU directly using NVLink Fusion remains impossible. NVIDIA is essentially allowing semi-custom accelerator designs to take advantage of the high-speed interconnect even if the accelerator isn't designed by NVIDIA. As part of the announcement, NVIDIA also unveiled its next-generation Grace Blackwell systems and a new AI platform called DGX Cloud Lepton, further solidifying its position in the AI compute market.
ImgSrc: developer-blogs
References :
NVIDIA's decision to extend NVLink support is a strategic play to remain central to the AI landscape. By enabling companies to combine their custom silicon with NVIDIA's technology, NVIDIA ensures it remains essential to their AI strategies and potentially captures additional revenue streams. NVLink Fusion allows for semi-custom AI infrastructure where other processors are involved, but the underlying connective tissue belongs to NVIDIA. The high-speed interconnect offers significantly higher bandwidth compared to PCIe 5.0, offering advantages for CPU-to-GPU communications.
This expansion doesn't mean NVIDIA is entirely opening the interconnect standard. Connecting an Intel CPU to an AMD GPU directly using NVLink Fusion remains impossible. NVIDIA is essentially allowing semi-custom accelerator designs to take advantage of the high-speed interconnect even if the accelerator isn't designed by NVIDIA. As part of the announcement, NVIDIA also unveiled its next-generation Grace Blackwell systems and a new AI platform called DGX Cloud Lepton, further solidifying its position in the AI compute market.
ImgSrc: developer-blogs
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References :
- The Register - Software: Nvidia opens up speedy NVLink interconnect to custom CPUs, ASICs
- Maginative: NVIDIA Opens Its NVLink Ecosystem to Rivals in Bid to Further Cement AI Dominance
- The Next Platform: Nvidia Licenses NVLink Memory Ports To CPU And Accelerator Makers
- Techzine Global: Nvidia opens NVLink Fusion to other companies
Classification:
- HashTags: #NVIDIA #NVLinkFusion #AIHardware
- Company: NVIDIA
- Target: CPU and accelerator makers
- Product: NVLink
- Feature: chip interconnectivity
- Malware: NVLink
- Type: AI
- Severity: Informative