NVLink Fusion is $NVIDIA(NVDA.US) attempt to replicate CUDA moat.
$NVIDIA(NVDA.US) understands that they need to capture the next gen of AI development and infrastructure and deter customers from going complete ASIC.NVLink Fusion is their way to make sure they get designed into any ASIC rack-scale solution. And every ASIC rack that’ll utilize $NVIDIA(NVDA.US) GPU’s via NVLink Fusion will improve Nvidia’s offering and interoperability with any custom silicon design, and so it goes on and on.You really gotta hand it to Jensen. What a visionary.Source: Chips & Wafers
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