Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips — additional Spectrum-X platform to be deployed by Meta and Oracle for data center use

Samsung has joined Nvidia's NVLink Fusion program to produce custom AI chips, offering design-to-manufacturing support for companies integrating Nvidia's technology. This partnership expands Nvidia's foundry options beyond TSMC and allows for chips to be directly plugged into Nvidia-powered racks. Samsung's involvement signifies a shift in power dynamics and aims to enhance Nvidia's AI ecosystem. Additionally, Meta and Oracle will deploy Nvidia's Spectrum-X platform for data center use, emphasizing Nvidia's ambition to dominate the AI network space. Nvidia's strategic moves indicate a focus on building a self-reinforcing ecosystem around its technology.