Nvidia is building an IP licensing empire on the back of NVLink
Even when you think you're not buying Nvidia, you might still be buying Nvidia
Nvidia is expanding its licensing empire by inviting competitors to use its networking technology, NVLink Fusion, for their custom AI ASICs. MediaTek, known for its Arm-based smartphone and tablet processors, is among several high-profile chip designers embracing this technology. By licensing Nvidia's NVLink Fusion tech, companies like MediaTek can focus on building competitive accelerators without worrying about scaling and can integrate Nvidia's MGX rack designs with their compute blades, reducing system design and mechanical engineering efforts.
Nvidia gains more than just licensing fees; it also keeps companies hooked on its other products like CPUs and GPUs, and potential sales of NVSwitches for scale-up networking. Nvidia is considering licensing elements but will not give them away for free.
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