What's Happening?
Arm announced that its CPUs will integrate with AI chips using Nvidia's NVLink Fusion technology, facilitating custom infrastructure setups for hyperscalers. This partnership allows Arm-based Neoverse
CPUs to pair with Nvidia's GPUs, expanding Nvidia's NVLink platform to accommodate various custom chips. The collaboration reflects Nvidia's strategy to partner with major tech companies and enhance its position in the AI industry.
Why It's Important?
The integration of Arm CPUs with Nvidia's NVLink technology signifies a shift in AI infrastructure, emphasizing the importance of AI accelerator chips over traditional CPUs. This development could lead to more efficient AI servers and broaden Nvidia's influence in the tech industry. The partnership also highlights the growing demand for custom chip solutions, which could drive innovation and competition among tech companies.
What's Next?
Nvidia's investment in Intel to enable CPU integration with AI servers using NVLink technology suggests further expansion of its partnerships. The company's strategy to open its NVLink platform to various custom chips may lead to new collaborations and technological advancements in AI infrastructure.
