Nvidia pegs NVLink Fusion opportunity near $250B by decade's end as AWS, Intel adopt the tech
Beth_Kindig · x · 2026-10-07
Per Nvidia's own estimate, the NVLink Fusion opportunity could approach $250 billion by the end of the decade. AWS, Intel, and others are adopting NVLink scale-up technology, signaling that Nvidia's rack-scale interconnect is expanding beyond its own ecosystem into a cross-vendor standard for AI infrastructure.
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