Nvidia Strengthens AI Hardware Position with Samsung Alliance
According to reports from the 2025 Open Compute Project Global Summit in San Jose, Nvidia has formed a strategic partnership with Samsung Foundry to design and manufacture custom CPUs and XPUs. This collaboration expands Nvidia’s NVLink Fusion ecosystem and represents the company’s latest effort to solidify its position across the entire AI hardware stack.
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NVLink Fusion Ecosystem Expansion
Sources indicate that Nvidia’s NVLink Fusion is an IP and chiplet solution designed to seamlessly integrate various processors into data center infrastructure. Ian Buck, Nvidia’s Vice President of HPC and Hyperscale, explained during the summit that the technology enables direct, high-speed communication between processors within rack-scale systems, aiming to eliminate traditional performance bottlenecks between computing components.
The report states that this ecosystem now includes multiple partners, with Intel and Fujitsu both capable of building CPUs that communicate directly with Nvidia GPUs through the NVLink technology. Samsung Foundry’s addition brings comprehensive design-to-manufacturing expertise for custom silicon, strengthening Nvidia’s capabilities in semiconductor production.
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Strategic Implications for AI Hardware Market
Analysts suggest this partnership reflects a significant shift in the AI hardware landscape as competition intensifies. With major technology companies developing in-house chips to reduce dependence on Nvidia, the company is reportedly embedding its technologies deeper into AI infrastructure to maintain its central position.
According to industry observers, Nvidia’s strategy includes strict requirements for partners developing chips under NVLink Fusion. Custom chips must connect to Nvidia products, with the company retaining control over communication controllers, PHY layers, and NVLink Switch licensing. This approach gives Nvidia considerable leverage in the ecosystem while raising questions about openness and interoperability.
Broader Industry Context and Competition
The development occurs amid significant industry developments in AI hardware. Rivals including OpenAI, Google, AWS, Meta, and Broadcom are reportedly developing their own chips to reduce reliance on Nvidia’s technology. These related innovations mark a new phase in AI hardware competition where control over the silicon-to-software pipeline becomes increasingly critical.
Meanwhile, other market trends show companies across the technology sector seeking greater control over their hardware infrastructure. This pattern extends beyond AI to include various recent technology sectors where vertical integration is becoming more common.
Future Outlook and Industry Impact
Sources indicate that Nvidia’s partnership with Samsung aims to accelerate the rollout of custom solutions that can be rapidly deployed at scale. By embedding its IP into broader infrastructure designs, Nvidia reportedly positions itself as an essential component of modern AI factories rather than merely a GPU supplier.
Despite Nvidia’s contributions to open hardware initiatives like OCP, analysts suggest the NVLink Fusion ecosystem maintains boundaries that favor Nvidia’s architecture. While this approach may deliver performance advantages and ecosystem consistency, it could also heighten concerns about vendor lock-in as companies navigate related innovations in the broader technology landscape.
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