NVIDIA names Fujitsu and Qualcomm as CPU partners, Qualcomm plans to re-enter the data center market and launch data center CPUs using NVIDIA technology
NVIDIA announced NVLink Fusion , a technology that integrates NVIDIA GPUs with CPUs from other companies. With the announcement of NVLink Fusion, NVIDIA has appointed Fujitsu and Qualcomm as CPU partners, and both companies have reportedly been able to dramatically improve AI performance. In response, Qualcomm announced plans to re-enter the AI data center market.
NVIDIA Introduces NVLink Fusion to Help Industries Build Semi-Custom AI Infrastructure with NVIDIA Partner Ecosystem - NVIDIA | Japan Blog
NVIDIA CEO Envisions AI Infrastructure Industry Worth 'Trillions of Dollars' | NVIDIA Blog
https://blogs.nvidia.com/blog/computex-2025-jensen-huang/
Qualcomm to launch data center processors that link to Nvidia chips
https://www.cnbc.com/2025/05/19/qualcomm-to-launch-data-center-processors-that-link-to-nvidia-chips.html
NVIDIA GPUs, Qualcomm CPUs — (semi) customizing AI DCs
https://www.rcrwireless.com/20250519/chips/nvidia-gpu-qualcomm-cpu
NVLink Fusion is a technology that has been made available to other companies as ' NVLink ', which integrates NVIDIA GPUs and CPUs. NVLink Fusion makes it possible to integrate NVIDIA GPUs with CPUs from other companies, and it is expected that further performance improvements will be achieved by efficiently processing products from different manufacturers. NVIDIA has appointed Fujitsu and Qualcomm as its first partners to adopt NVLink Fusion.
Fujitsu has announced that it will use NVLink Fusion in its data center processor '
Qualcomm has also revealed its plans to enter the data center field. Qualcomm holds a large share of the smartphone CPU market, but has not been very active in the data center market so far. It tried to break into the data center market dominated by Intel's Xeon with the Arm processor Centriq 2400 series, but it did not bear fruit.
'We see a lot of growth in the AI and data center space over the next few decades, and we have the technology to really add value,' Qualcomm CEO Cristiano Amon said in an interview with CNBC. He did not provide any specifics about the release of a data center CPU, but added that 'we'll be announcing it very soon.'
The data center CPU market remains highly competitive, with Intel, AMD, Amazon, Microsoft and other custom CPUs vying for market share. A semiconductor expert from data analysis company IDC analyzed, 'Qualcomm's entry into the data center field is a good move to promote the company's diversification. Over the next five years, data centers will be the fastest growing sector for the entire semiconductor market. The data center market is large enough for new entrants.'
In addition to NVLink Fusion, NVIDIA has announced that Taiwanese manufacturers such as Acer, GIGABYTE, and MSI will manufacture desktop PC-sized AI supercomputers 'DGX Spark' and 'DGX Station,' that will enable AI factory simulations to be performed using ' digital twin ,' a technology that performs operational simulations of physical structures in virtual space, and that a subsidiary of Foxconn, which manufactures various devices such as iPhones and Nintendo Switches, will partner with Taiwan and NVIDIA to build an AI factory. NVIDIA CEO Jensen Huang said that he sees AI as one of the pillars of technology alongside 'electricity' and 'internet,' and that it is important to build the infrastructure that supports that AI.
NVIDIA CEO Jensen Huang Keynote at COMPUTEX 2025 - YouTube
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in Hardware, Posted by log1p_kr