d-Matrix to plug rival inference chips into Nvidia's NVLink Fusion racks by 2027
ocean_protocol · reddit · 2026-09-15
- Inference chip startup d-Matrix is partnering with Nvidia so its upcoming Raptor inference chips can plug directly into Nvidia's NVLink Fusion interconnect and MGX rack ecosystem, skipping the need to build its own networking and rack infrastructure.
- d-Matrix competes with Nvidia on inference, betting that once AI workloads shift from training to massive-scale daily inference, that's where costs explode; joining Nvidia's rack ecosystem speeds adoption.
- Nvidia doesn't really lose: even if customers pick d-Matrix chips, Nvidia still supplies the interconnect, CPUs, and the whole rack platform underneath — it only loses the chip itself.
- Raptor's design is expected to be finalized by end of this year, with Nvidia-compatible racks shipping in 2027.
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