tech-business scepticism
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The Next Web · Netherlands · Nvidia opens NVLink Fusion, and pays $2B to keep the fabric its own
Argues Nvidia's $2B in Marvell 'is not an investment, it is a toll booth', opening NVLink Fusion lets rivals' custom silicon plug into Nvidia's fabric, but on Nvidia's interconnect, deepening lock-in rather than loosening it. Reads it as a defensive answer to open UALink and Ultra Ethernet.
“Nvidia's $2 billion Marvell bet is not an investment, it is a toll booth: rivals' chips may join, but only on Nvidia's fabric.”