NVIDIA competitive response to independent AI chips
Key Questions
What is NVLink Fusion and how is it opening to rivals?
NVLink Fusion allows third-party chips to connect with NVIDIA systems. This includes a new x86 pact with Intel to broaden ecosystem access.
How does Cerebras challenge NVIDIA in inference?
Cerebras is advancing wafer-scale chips as a potential inference alternative. It is positioned as a competitor in large-scale AI deployments.
What is NVIDIA's full-stack strategy aiming to achieve by 2030?
The strategy targets roughly 75% market share through integrated hardware and software. It includes licensing deals such as with Groq's LPU technology.
NVLink Fusion opens to rivals; Intel x86 pact. Cerebras wafer-scale inference challenger emerges. Groq LPU licensing. Full-stack strategy targets ~75% share by 2030.
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Updated May 24, 2026