nvidia stock gets a boost as infrastructure opens up

2025-05-22 nvidia

Santa Clara, Thursday, 22 May 2025.
nvidia’s stock is expected to rise. The company decided to open its infrastructure to other firms. This move is considered ‘largely bullish’ according to futurum ceo daniel newman. The decision could drive innovation within nvidia and externally. Other companies that develop ai technologies could benefit. This could increase nvidia’s market value.

nvidia expands ai ecosystem

Nvidia is broadening its AI ecosystem by opening its NVLink IP to third parties [3][6]. This allows deeper integration of non-Nvidia CPUs, ASICs, or accelerators with Nvidia GPUs [3][6]. MediaTek, Marvell, Alchip Technologies, Astera Labs, Synopsys, and Cadence are among the first to adopt NVLink Fusion [3]. Fujitsu and Qualcomm CPUs can also integrate with Nvidia GPUs using NVLink Fusion [3][6]. Huang Renxun, Nvidia’s CEO, stated that this move opens Nvidia’s AI platform and ecosystem, enabling partners to build dedicated AI infrastructure [6].

computex 2025 announcements

At Computex 2025, Nvidia unveiled the GB300 NVL72 platform and NVLink Fusion [3][6]. Nvidia is also launching NVLink-Fusion to build a more open and flexible AI infrastructure ecosystem [7]. GB300, which builds on the GB200 architecture, is scheduled for release in the third quarter of 2025 [6]. The company also introduced the DGX Cloud Lepton platform to address challenges in accessing and managing global GPU resources, creating an AI computing market connecting developers and global GPU providers [7].

strategic moves in ai infrastructure

Nvidia is solidifying its position in the AI infrastructure landscape [6]. Huang Renxun introduced the ‘AI factory’ concept, shifting the focus from device-centric to AI factory-centric computing, with data centers acting as ‘computing units’ [7]. Nvidia is collaborating with Mercedes-Benz for end-to-end autonomous driving technology, with commercial deployment expected this year [6]. Nvidia plans to construct its first AI supercomputer in Taiwan, in partnership with Foxconn and TSMC [6].

market impacts and considerations

Huang Renxun cautioned against AI diffusion rules that restrict access to U.S. technology, stating that such measures could be counterproductive [6]. He emphasized that losing the Chinese market could mean a loss of 90% of the global market for U.S. companies [6]. Nvidia has already accounted for a $5.5 billion inventory write-down due to restrictions on H20 sales, potentially forfeiting $15 billion in sales [6]. Nvidia’s potential revenue in China is approximately $50 billion annually [6].

Bronnen

ai infrastructure market innovation