The post relays Chamath Palihapitiya's account of the Nvidia-Groq NVLink Fusion deal and argues the program will be a significant Nvidia catalyst ahead of GTC.
NVDA — LONG The author believes NVLink Fusion will be a really big deal for Nvidia. The program enables semi-custom AI infrastructure by integrating Nvidia processors with various CPUs and ASICs while retaining NVLink infrastructure and ecosystem benefits. The Groq collaboration is presented as an early validation. More specifics are expected at GTC in mid-March.
NVLink Fusion is so that you can build semi-custom AI infrastructure, not just semi-custom chips ... The NVLink Fusion allows AI infrastructure to integrate Nvidia processors with various CPUs and ASICs ... so that you can build semi-custom AI infrastructure, not just semi-custom chips. In any case, you have the benefit of using the NVLink infrastructure and the NVLink ecosystem.