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  1. IndustryReach 46

    NVIDIA bets $5B on Intel to build custom chips

    NVIDIA and Intel just announced a landmark partnership to co-develop custom data center and PC processors using NVLink. Intel will manufacture custom x86 CPUs for NVIDIA's AI platforms and build PC chips integrating RTX GPU chiplets, backed by a $5 billion equity investment from NVIDIA. The deal tightly marries the dominant x86 ecosystem with NVIDIA's AI compute engine.

  2. IndustryReach 37

    Nvidia opens NVLink to custom chips with NVLink Fusion

    Nvidia just introduced NVLink Fusion, a new silicon interconnect that lets hyperscalers hook up custom ASICs and CPUs directly into Nvidia's AI rack architecture. Heavyweights like MediaTek, Marvell, and Qualcomm are already on board. Why it matters: Big tech no longer has to pick between internal custom silicon and Nvidia's computing fabric—they can now stitch both together in the same AI factory.