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Arm said on Monday that it will start building Nvidia’s NVLink into its Neoverse chips for AI data centers, a move that shows who is teaming up with who in the race to power huge AI workloads.
The company said the plan will bring Nvidia’s high‑speed link straight into Arm‑based server chips used by hyperscalers. This update came from both companies, who explained why this shift matters as AI systems grow bigger and more expensive to run.
The company said this new step fits into CEO Rene Haas’ push to give customers full chip designs instead of the old, simple CPU blueprints.
Arm said this change is meant to bring in more money and break the company out of its long history in phones.
Nvidia said NVLink is already a core tool in its AI systems, since the link lets large numbers of accelerators move data fast, split workloads and handle models that are too heavy for one chip.
Nvidia also said NVLink works as the main bridge between the accelerators that run AI software.
Arm pushes Neoverse deeper into cloud servers
Arm said the Neoverse platform will now ship with NVLink as a built‑in option for customers like AWS and Microsoft, who already use Arm‑based chips in data centers.Nvidia said it opened a new version of the tech, called Fusion, that lets other hardware makers connect non‑Nvidia chips into Nvidia systems.
Nvidia said this shift is meant to make it easier for companies to mix chips inside huge AI clusters. The company said the interface helps servers run heavy AI tasks over high‑speed links without slowing down.
Nvidia said in September that it also signed a deal with Intel, where Intel will add NVLink to some of its server products.This came after years of rivalry between the two, and Nvidia said the agreement shows that NVLink can now work beyond Nvidia‑only systems.
Arm said it has been taking server share from Intel, whose Xeon once held 99% of the market. Nvidia said it already uses Arm CPUs inside some processors paired with its own accelerators and even tried to buy Arm in a deal blocked by regulators. Nvidia said a closer partnership with Arm could help make NVLink the standard option in AI data centers.
Arm said it is trying to sell more Neoverse units to hyperscalers, the firms with the largest server fleets. The company said it expects Neoverse to reach 50% of the market. Nvidia said it will report quarterly numbers on Wednesday in Santa Clara, where investors will see if AI spending is still rising or slowing down.
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