Latest news with #non-Nvidia
Yahoo
20-05-2025
- Business
- Yahoo
Morgan Stanley says ‘no big surprises' from Nvidia's Computex keynote
Morgan Stanley notes Nvidia (NVDA) made a handful of announcements during the Computex keynote. The firm notes that the most interesting was NVlink Fusion, a new variant of Nvidia's interconnect technology that extends the capabilities for use with a broader ecosystem including custom ASICs and non-Nvidia CPUs. Morgan Stanley says that it frankly needs to spend more time to understand this strategy and the impact to the ecosystem, as clearly it can add growth to comm infrastructure revenues. Separately the company announced RTX PRO servers, a new offering targeted at the enterprise AI inference market. All in all, the firm believes there were 'no big surprises here,' and argues that the path to a second half of the year re-acceleration is clear. Morgan Stanley has an Overweight rating on the shares with a price target of $160. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks straight to you inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on NVDA: Disclaimer & DisclosureReport an Issue Nvidia-Foxconn AI Alliance Could Disrupt the Supercomputer Market—What's at Stake for Investors Astera Labs expands collaboration with Nvidia NVLink Fusion Nvidia's 'most important announcement 'at Computex, says BofA Notable open interest changes for May 19th Jacobs announces collaboration with Nvidia Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
20-05-2025
- Business
- Forbes
Nvidia Takes Major Step To Leverage Its Rack-Scale Ecosystem
Jensen Huang announces NVLink Fusion at Computex in Taiwan. While few dispute the incredible performance of Nvidia AI platforms, many complain that it is a closed system. You can't replace the Arm CPUs with, say, a CPU from a RISC-V , or take advantage of a new AI ASIC like the Meta MTIA accelerator, without redesigning and building everything from scratch. The key to the gate of this walled garden is NVLink, which no non-Nvidia CPU or GPU/ASIC supports today. Thats about to change, with huge potential ramifications. (Nvidia is a client of Cambrian-AI Research). Nvidia CEO and Founder Jensen Huang announced NVLink Fusion during his keynote at Computex in Taiwan. NVLink Fusion enables others to integrate custom technology into the Nvidia ecosystem. Nvidia will provide the IP for the chip-to-chip NVLink technology. As hyperscalers are already deploying full NVIDIA rack solutions, this enables them to deploy their own silicon while standardizing around a single scalable hardware infrastructure. With the rich ecosystem of NVIDIA infrastructure partners, NVLink Fusion adopters benefit from the ease of deploying and managing at scale. The NVLink Fusion allows hyperscalers to incorporate their own CPU or ASIC within the NVL72 ... More infrastructure. UALink is the open, industry-standard alternative being developed by a consortium to deliver near-NVLink levels of perforamance for non-Nvidia solutions. AMD or Intel will still need to use the new standard UALink to build rack-scale solutions, unless they want to cede control to Nvidia. And they don't. But Meta or perhaps Amazon, for example, may just want to deploy their own CPU or ASIC for internal workloads. Thet can now engineer the new NVLink Fusion IP into their next generation chip and be able to utilize the Nvidia infrastructure. Of course, software is another story; CUDA won't work on their accelerators, but they've already built the libraries needed to run AI well on those devices. The list of silcon providers adopting LVLink Fusion right now is short, but includes Qualcomm and Fujitsu as inaugural partners. Qualcomm (also a client of Cambrian-AI Research) plans to incorporate the NVLink Fusion IP into a future generation of its Oryon CPU, taking Oryon back to the data center as Nuvia had originally intended prior to the Qualcomm acquisition. Talking with Durga Malladi, Qualcomm SVP and GM, Technology Planning, Edge Solutions and Data Center, I learned that a future generation of the Qualcomm Cloud AI100 will also support NVLink Fusion. The initial focus will be for inference processing. It is highly likely that the deal announced last week with Humain AI in Saudi Arabia will combine Oryon and CloudAI accelerators. Fujitsu will add support for NVLink to its A64FX Arm-based processor, which is used in the Fugaku Supercomputer, currently #4 on the Top500 lists. Clearly, this move enables partners to semi-customize the Nvidia rack-scale architecture with partners' own semiconductors and get to scale much more easily. Nvidia doesn't usually build something customers are not asking for. And the sheer scale of AI supercomputer infrastructure is a challenge for anyone to build from scratch; Google has certainly spent many tens of millions of dollars to build out the infrastructure for their TPU supercomputers. If other hyperscalers and supercomputer centers decide to forgo that expense, and use NVLink as their backbone, UALink will have a more difficult road ahead, and Nvidia will have another competitive differentiator that will be hard to beat.
Business Mayor
19-05-2025
- Business
- Business Mayor
Nvidia announces new tech to keep it at the center of AI development
Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks during the Computex conference in Taipei, Taiwan, on Monday, May 19, 2025. Bloomberg | Bloomberg | Getty Images Nvidia CEO Jensen Huang made a slew of announcements and revealed new products on Monday that are aimed at keeping the company at the center of artificial intelligence development and computing. One of the most notable announcements was its new 'NVLink Fusion' program, which will allow customers and partners to use non-Nvidia central processing units and graphics processing units together with Nvidia's products and its NVLink. Until now, NVLink was closed to chips made by Nvidia. NVLink is a technology developed by Nvidia to connect and exchange data between its GPUs and CPUs. 'NV link fusion is so that you can build semi-custom AI infrastructure, not just semi-custom chips,' Huang said at Computex 2025 in Taiwan, Asia's biggest electronics conference. According to Huang, NVLink Fusion allows for AI infrastructures to combine Nvidia processors with different CPUs and application-specific integrated circuits (ASICs). 'In any case, you have the benefit of using the NV link infrastructure and the NV link ecosystem.' Nvidia announced Monday that AI chipmaking partners for NVLink Fusion already include MediaTek, Marvell , Alchip , Astera Labs , Synopsys and Cadence . Under NVLink Fusion, Nvidia customers like Fujitsu and Qualcomm Technologies will also be able to connect their own third-party CPUs with Nvidia's GPUs in AI data centers, it added. Ray Wang, a Washington-based semiconductor and technology analyst, told CNBC that the NVLink represents Nvidia's plans to capture a share of data centers based on ASICs, which have traditionally been seen as Nvidia competitors. While Nvidia holds a dominant position in GPUs used for general AI training, many competitors see room for expansion in chips designed for more specific applications. Some of Nvidia's largest competitors in AI computing — which are also some of its biggest customers — include cloud providers such as Google, Microsoft and Amazon, all of which are building their own custom processors. NVLink Fusion 'consolidates NVIDIA as the center of next-generation AI factories—even when those systems aren't built entirely with NVIDIA chips,' Wang said, noting that it opens opportunities for Nvidia to serve customers who aren't building fully Nvidia-based systems, but are looking to integrate some of its GPUs. 'If widely adopted, NVLink Fusion could broaden NVIDIA's industry footprint by fostering deeper collaboration with custom CPU developers and ASIC designers in building the AI infrastructure of the future,' Wang said. However, NVLink Fusion does risk lowering demand for Nvidia's CPU by allowing Nvidia customers to use alternatives, according to Rolf Bulk, an equity research analyst at New Street Research. Nevertheless, 'at the system level, the added flexibility improves the competitiveness of Nvidia's GPU-based solutions versus alternative emerging architectures, helping Nvidia to maintain its position at the center of AI computing,' he said. Nvidia's competitors Broadcom, AMD, and Intel are so far absent from the NVLink Fusion ecosystem. Other updates Huang opened his keynote speech with an update on Nvidia's next-generation of Grace Blackwell systems for AI workloads. The company's 'GB300,' to be released in the third quarter of this year, will offer higher overall system performance, he said. On Monday, Nvidia also announced the new NVIDIA DGX Cloud Lepton, an AI platform with a compute marketplace that Nvidia said will connect the world's AI developers with tens of thousands of GPUs from a global network of cloud providers. 'DGX Cloud Lepton helps address the critical challenge of securing reliable, high-performance GPU resources by unifying access to cloud AI services and GPU capacity across the NVIDIA compute ecosystem,' the company said in a press release. In his speech, Huang also announced plans for a new office in Taiwan, where it will also be building an AI supercomputer project with Taiwan's Foxconn, officially known as Hon Hai Technology Group, the world's largest electronics manufacturer. 'We are delighted to partner with Foxconn and Taiwan to help build Taiwan's AI infrastructure, and to support TSMC and other leading companies to advance innovation in the age of AI and robotics,' Huang said.
CNBC
19-05-2025
- Business
- CNBC
Stocks making the biggest premarket moves: Walmart, Netflix, Tesla, Reddit and more
Check out the companies making the biggest moves in premarket trading: Walmart — The retail giant slipped nearly 2%. On Saturday, President Donald Trump said Walmart should " eat the tariffs " and not raise prices. Treasury Secretary Scott Bessent told NBC's "Meet the Press" on Sunday CEO Doug McMillon told him the company would absorb some of the levies. Netflix — Shares shed 1.8% on the back of a downgrade at JPMorgan to neutral from overweight. The bank cited the stock's recent outperformance and noted there is no change to its long-term bullish view. Nvidia — Shares of Nvidia dropped 3% despite CEO Jensen Huang announcements on Monday about the company's new product. Nvidia's new "NVLink Fusion" program will allow customers and partners to use non-Nvidia CPUs and GPUs together with Nvidia products and NVLink. Tesla — The electric vehicle maker lost 4%. On Monday, China's Xiaomi said it was launching its new Yu7 sports utility vehicle, which is seen as a challenger to Tesla. Reddit — The social media stock fell almost 7% after being downgraded at Wells Fargo to equal weight from overweight. The bank said the disruptions in search traffic are likely to become permanent as Google integrates full artificial intelligence search capabilities. TXNM Energy — The stock popped 9% after the energy company agreed to be acquired by Blackstone's infrastructure unit. As part of the deal, TXNM Energy shareholders will receive $61.25 in cash for each share they own. Alibaba — U.S.-listed shares of the Chinese e-commerce giant were down 2% following a New York Times report that the Trump administration has raised concerns about Apple 's plan to use Alibaba's A.I. on iPhones in China. UnitedHealth — The health insurer added 4%, regaining some ground after losing 23% last week. UnitedHealth had suspended its 2025 guidance, saw its CEO step down and is reportedly the subject of a U.S. Department of Justice investigation . —CNBC's Pia Singh contributed reporting.
CNBC
19-05-2025
- Business
- CNBC
Nvidia announces new tech to keep it at the center of AI development
Nvidia CEO Jensen Huang made a slew of announcements and revealed new products on Monday that are aimed at keeping the company at the center of artificial intelligence development and computing. One of the most notable announcements was its new "NVLink Fusion" program, which will allow customers and partners to use non-Nvidia central processing units and graphics processing units together with Nvidia's products and its NVLink. Until now, NVLink was closed to chips made by Nvidia. NVLink is a technology developed by Nvidia to connect and exchange data between its GPUs and CPUs. "NV link fusion is so that you can build semi-custom AI infrastructure, not just semi-custom chips," Huang said at the Computex 2025 in Taiwan, Asia's biggest electronics conference. According to Huang, NVLink Fusion allows for AI infrastructures to combine Nvidia processors with different CPUs and application-specific integrated circuits (ASICs). "In any case, you have the benefit of using the NV link infrastructure and the NV link ecosystem." Nvidia announced Monday that AI chipmaking partners for NVLink Fusion already include MediaTek, Marvell, Alchip, Astera Labs, Synopsys and Cadence. Under NVLink Fusion, Nvidia customers like Fujitsu and Qualcomm Technologies will also be able to connect their own third-party CPUs with Nvidia's GPUs in AI data centers, it added. According to Ray Wang, a Washington-based semiconductor and technology analyst, the NVLink represents Nvidia's plans to capture a share of data centers based on ASICs, which have traditionally been seen as Nvidia competitors. While Nvidia holds a dominant position in GPUs used for general AI training, many competitors see room for expansion in chips designed for more specific applications. Some of Nvidia's largest competitors in AI computing — which are also some of its biggest customers — include cloud providers such as Google, Microsoft and Amazon, all of which are building their own custom processors. NVLink Fusion "consolidates NVIDIA as the center of next-generation AI factories—even when those systems aren't built entirely with NVIDIA chips," Wang said, noting that it opens opportunities for Nvidia to serve customers who aren't building fully Nvidia-based systems, but are looking to integrate some of its GPUs. "If widely adopted, NVLink Fusion could broaden NVIDIA's industry footprint by fostering deeper collaboration with custom CPU developers and ASIC designers in building the AI infrastructure of the future," Wang said. However, NVLink Fusion does risk lowering demand for Nvidia's CPU by allowing Nvidia customers to use alternatives, according to Rolf Bulk, an equity research analyst at New Street Research. Nevertheless, "at the system level, the added flexibility improves the competitiveness of Nvidia's GPU-based solutions versus alternative emerging architectures, helping Nvidia to maintain its position at the center of AI computing," he said. Nvidia's competitors Broadcom, AMD, and Intel are so far absent from the NVLink Fusion ecosystem. Huang opened his keynote speech with an update on Nvidia's next-generation of Grace Blackwell systems for AI workloads. The company's "GB300," to be released in the third quarter of this year, will offer higher overall system performance, he said. On Monday, Nvidia also announced the new NVIDIA DGX Cloud Lepton, an AI platform with a compute marketplace that Nvidia said will connect the world's AI developers with tens of thousands of GPUs from a global network of cloud providers. "DGX Cloud Lepton helps address the critical challenge of securing reliable, high-performance GPU resources by unifying access to cloud AI services and GPU capacity across the NVIDIA compute ecosystem," the company said in a press release. In his speech, Huang also announced plans for a new office in Taiwan, where it will also be building an AI supercomputer project with Taiwan's Foxconn, officially known as Hon Hai Technology Group, the world's largest electronics manufacturer. "We are delighted to partner with Foxconn and Taiwan to help build Taiwan's AI infrastructure, and to support TSMC and other leading companies to advance innovation in the age of AI and robotics," Huang said.
