Bloomberg Tech: d-Matrix joins NVIDIA’s AI inference push. CEO Sid Sheth joins Ed Ludlow to discuss NVIDIA NVLink Fusion and why inference is becoming the next major battleground in AI compute. Watch: #AIInference# #NVLinkFusion# #NVIDIA# #dMatrix#

Big news for d-Matrix and AI inference. We’re collaborating with NVIDIA to bring our next-gen Raptor inference XPUs into NVIDIA's MGX rack-scale infrastructure with NVIDIA NVLink scale-up interconnect. Ultra-low latency inference. Premium-level token services. Built to scale. Read the full announcement: #NVLinkFusion# #AIInfrastructure# #AgenticAI# #dMatrix#

D-MATRIX ADOPTS $NVDA NVLINK FUSION FOR RACK-SCALE AI INFERENCE AI chipmaker d-Matrix will connect its next-generation Raptor XPUs to NVIDIA’s AI infrastructure platform using NVLink Fusion, giving its custom inference silicon a direct path into NVIDIA MGX-based AI factories. The integration includes NVLink scale-up networking, Spectrum-X Ethernet, Vera CPUs, ConnectX-9 SuperNICs and BlueField-4 DPUs, while allowing d-Matrix systems to operate alongside NVIDIA GPU platforms such as Vera Rubin NVL72. NVIDIA says NVLink Fusion can deliver 3x lower XPU-to-XPU latency than standard Ethernet, 10x higher packet rates and up to 3 TB/s of all-to-all bandwidth per XPU. The bigger goal is to let custom chipmakers focus on their own processors while using NVIDIA’s rack, power, cooling, networking, software and supply-chain infrastructure to deploy at scale faster.

Wow… new extremely transformative news got released today. Making a certain photonics company: The effective upstream laser chokepoint for $NVDA NVLink fusion CPO ecosystem. With their lasers now in Nvidia’s optical infrastructure supply chains. Can anyone guess the name?

$NVDA $MU $SKHY Goodness. Apple is eyeing a return to enterprise servers, this time built for AI inference and sold to outside customers Apple may sell a 2029-class M8 Ultra AI server to enterprises and may use NVIDIA NVLink Fusion to stitch chips together Unlike Apple’s internal servers, this system would be sold to outside customers, a possible return to enterprise servers after Xserve was discontinued in 2011. Target: companies that want to run AI models on their own hardware. The effort reportedly started about a year ago with backing from John Ternus (then hardware chief, now CEO). Scaling Apple’s existing chip-to-chip links for this box could hit cost and speed limits, so Apple is looking at NVIDIA interconnect. NVLink Fusion lets NVIDIA sell networking into systems that don’t use NVIDIA GPUs. Related AI-hardware color -Mac lineup: record $10.4B last quarter. -Some enterprises already rack Mac Studios for local inference. -OpenAI has bought “tens of thousands” of Mac mini and Mac Studio systems for RL and agent training. -Anthropic has rented Mac minis via AWS. -Separate track: Apple AI server chips codenamed Baltra (Broadcom), aimed at ~2027 for Private Cloud Compute / Apple Intelligence. One more giant lining up for HBM, DRAM & NAND. Bullish.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $AAPL Apple Considers Return To Server Market, Has Talked With NVIDIA To Use Network Tech; Considering Using $NVDA NVIDIA's NVLink Fusion For Server Chip Connectivity; Apple's Planned Server Would Be For Sale In 2029, Target AI Inference Market' - The Information