Nvidia Opens AI Ecosystem to Rival

0:00 What we're talking about is nvlink fusion. You and I have sat through many briefings about nvlink fusion and read and written about it, but it's a high speed interconnect, so you can connect lots of GPUs and in this case also CPUs. The main point here is Nvidia is saying if you are a hyperscale perhaps of custom silicon, then we can allow you into datacenters where we dominate. And it kind of opens up this place where everyone is not only in solely reliant on one single name, which is Nvidia.

0:32 I think the other way to look at this is it's a business decision, right? If you have your biggest customers who are essentially creating rival efforts, rival efforts that may one day mean that they need less of you, why not make it easier to actually work with you? Say, Hey, great, yeah, you've got a great CPU, come work with us. Hey, you've got a great GPU, you can work with us. This is a way to keep people in Nvidia's ecosystem and to stop them going elsewhere.

0:58 That's the pitch. Computex is a really big deal and Vidya seems to have dominated it in more recent years. What else did we learn about things of substance that they're actually doing, if at all? Anything of substance? Well, Computex wasn't a big deal up until NVIDIA basically made it a big deal again when they started using it on this worldwide trip that they do to keep the momentum going. As a show, it was definitely fading away. So they put a lot of updates of things out there, robotics and new servers, new designs for datacenters and basically just trying to keep the momentum off of this massive infrastructure build out going. Is there anything else happening at Computex that is not NVIDIA related? Well, our old friend Cristiano Amon actually appeared onstage with Qualcomm. Qualcomm, the Qualcomm CEO, as we reported a long time ago. They want to get into the datacenter with their technology. This is part of his diversification and if you can't beat them, join them. So he's they're saying we'll work with in video as a as a step towards a datacenter strategy and that is very pragmatic and we'll see how that works out.