Nvidia Is Opening Its NVLink Technology to Others: But Is That Bullish or Bearish for the Stock?
At Computex in Taiwan last weekend, artificial intelligence (AI) GPU leader Nvidia (NASDAQ: NVDA) made a very interesting announcement: It will open up its NVLink technology to other chipsets besides those made by Nvidia, in a product called NVLink Fusion.The move was certainly interesting and can be interpreted both positively and negatively. Delving into the details, is the move a good or bad sign for shareholders?AI processing is much more than just one chip's work today. Rather, Nvidia CEO Jensen Huang thinks whole servers or even complete racks can function as one "giant chip." 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. Continue reading
At Computex in Taiwan last weekend, artificial intelligence (AI) GPU leader Nvidia (NASDAQ: NVDA) made a very interesting announcement: It will open up its NVLink technology to other chipsets besides those made by Nvidia, in a product called NVLink Fusion.
The move was certainly interesting and can be interpreted both positively and negatively. Delving into the details, is the move a good or bad sign for shareholders?
AI processing is much more than just one chip's work today. Rather, Nvidia CEO Jensen Huang thinks whole servers or even complete racks can function as one "giant chip." 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.
