Nvidia Opens AI Server Platform to Chip Rivals - Barron's
1. Nvidia's sales growth reaches triple digits, expanding its market value to $3 trillion. 2. New NVLink Fusion enables custom CPUs alongside Nvidia’s GPU in server racks. 3. Nvidia opens its ecosystem to large cloud providers previously locked out. 4. Initial partners include Qualcomm, Marvell, and MediaTek; Broadcom absent initially. 5. This shift could significantly increase Nvidia's data center revenue streams.