May 19 - Nvidia (NVDA, Financial) grabbed headlines at Computex when it rolled out NVLink Fusion, a move Bank of America (BAC, Financial) says is “likely the most impactful” reveal of the event.
NVLink Fusion lets data centers pair Nvidia GPUs with third-party CPUs or custom AI accelerators, broadening the company's reach beyond its own silicon.
In a client note, BofA analyst Vivek Arya highlighted that Fusion couples Nvidia's proprietary interconnect fabric and Spectrum switch with modified ASICs from partners such as Marvell, Alchip, Synopsys and Cadence, and could even tie into ARM-based CPUs from Qualcomm or Fujitsu.
Beyond Fusion, Nvidia unveiled a wider AI lineup spanning cloud, enterprise, gaming and robotics, which Arya said may help power what he calls the “multi-trillion-dollar AI factory” market.
The firm also confirmed that its rack-scale GB200 NVL 72 Blackwell systems are now in full production, and that the RTX Pro enterprise server is accelerating competition with x86 architectures.
Arya maintained his Buy rating and $160 price target, noting that ongoing Middle East sovereign AI deals could yield long-term gains.
