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Nvidia announces new tech to keep it at the center of AI development

1. Nvidia's NVLink Fusion allows integration with non-Nvidia CPUs and GPUs. 2. New partnerships formed with MediaTek, Marvell, and others for AI development. 3. Nvidia's upcoming GB300 system promises higher performance in AI workloads. 4. Nvidia expands with a new office in Taiwan for AI supercomputing. 5. Competitors like Google and Microsoft developing custom processors increase market tension.

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FAQ

Why Bullish?

Nvidia's NVLink Fusion enhances its market position while fostering partnerships, likely increasing revenue.

How important is it?

The article highlights strategic advancements and partnerships that could significantly affect Nvidia's future growth.

Why Long Term?

Adoption of NVLink Fusion may take time, but could reshape AI infrastructure significantly in the future.

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