Arm joins Nvidia's NVLink Fusion ecosystem — Arm's Neoverse CPUs to get access to Nvidia GPUs

Arm has joined Nvidia's NVLink Fusion ecosystem, allowing Arm's Neoverse CPUs to access Nvidia GPUs. This partnership enables Arm's customers to develop processors compatible with Nvidia's AI accelerators, while Arm can design CPUs to compete with Nvidia and Intel processors in Nvidia-based systems. By integrating NVLink IP into its architecture portfolio, Arm offers licensees a pathway to build CPUs that seamlessly connect with Nvidia's AI accelerator ecosystem, making Arm-based designs more appealing to hyperscalers and sovereign cloud builders. This move expands the pool of CPUs that can natively serve in Nvidia-centric AI systems, benefiting both Arm and Nvidia, but potentially posing risks for competitors like AMD and Intel.