Nvidia Announces New NVLink Fusion Program

On May 19, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang announced the new “NVLink Fusion” program, which allows partners and customers to use non-NVIDIA graphics processing units and central processing units with the company’s products and its NVLink. The announcement bolsters NVIDIA’s (NASDAQ:NVDA) position in the AI market, as until now, NVLink was limited to chips made by the company.

NVIDIA Corporation’s (NASDAQ:NVDA) NVLink connects and exchanges data between its CPUs and GPUs. Huang announced at the Computex 2025 in Taiwan, the biggest electronics conference in Asia, that:

“NV link fusion is so that you can build semi-custom AI infrastructure, not just semi-custom chips…In any case, you have the benefit of using the NV link infrastructure and the NV link ecosystem.”

The NVLink Fusion allows AI infrastructure to integrate Nvidia processors with various CPUs and ASICs (application-specific integrated circuits). Under the program, customers like Qualcomm Technologies and Fujitsu would also be able to connect Nvidia’s GPUs in AI data centers with their own third-party CPUs.

NVIDIA Corporation (NASDAQ:NVDA) announced the same day that the AI chipmaking partners for the new technology include Marvell, MediaTek, Astera Labs, Alchip, Synopsys, and Cadence.

While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.

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