NVIDIA opens its AI ecosystem to competitors, striving for global expansion

NVIDIA CEO Jensen Huang outlined plans to allow customers to deploy competitor chips in data centers built on its technology, acknowledging the growth of in-house semiconductor development among major clients like Microsoft and Amazon. On Monday, Huang spent most of his nearly two-hour speech celebrating the work of local supply chain partners. However, his most significant announcement was a new NVLink Fusion system that enables the construction of more customized artificial intelligence infrastructure, combining NVIDIA's high-speed links with semiconductors from other vendors for the first time. Until now, NVIDIA has only offered complete computer systems built with its own components. This change provides greater flexibility for data center customers and allows for a degree of competition while still keeping NVIDIA technology at the core. The NVLink Fusion product will offer customers the option to use their own central processing units alongside NVIDIA's AI chips or pair NVIDIA chips with AI accelerators from other companies