NVIDIA CEO Jensen Huang reacted at the 2025 Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju, South Korea on October 31, 2025.
Kim Soo Hyun | Reuters
arm announced on Monday that central processing units based on its technology can be integrated with AI chips using the following methods: Nvidia’s NVLink Fusion Technology.
The move will make it easier for customers of both companies, hyperscalers who prefer a custom approach to their infrastructure, to combine Arm-based Neoverse CPUs with Nvidia’s leading graphics processing units.
This is the latest example of Nvidia, a company at the heart of the AI industry, using dealmaking to partner with nearly every major technology company. The announcement suggests that Nvidia will open up the NVLink platform to integrate with a variety of custom chips, rather than forcing customers to use its own CPUs.
Nvidia currently sells an AI product called Grace Blackwell that combines multiple GPUs with an Nvidia-branded Arm-based CPU. Other configurations include servers that use CPUs. intel or advanced micro device.
but microsoft, Amazon and google All companies are developing Arm-based CPUs or deploying them in the cloud to have more control over their setup and reduce costs.
Arm doesn’t make CPUs, but it licenses the instruction set technology needed for those chips. The company also sells designs that allow partners to build Arm-based chips faster.
As part of Monday’s announcement, Arm said its custom Neoverse chips will include new protocols that can move data seamlessly with the GPU.
The CPU has historically been the most important part of a server. However, the generative AI infrastructure is based on AI accelerator chips, most often Nvidia GPUs. AI Server can combine up to 8 GPUs with 1 CPU.
Nvidia announced in September that it would invest $5 billion in Intel, a major CPU maker. A key part of the deal was allowing Intel CPUs to be integrated into AI servers using Nvidia’s NVLink technology.
Nvidia reached an agreement to acquire Arm for $40 billion in 2020, but the deal fell through in 2022 due to regulatory issues in the US and UK. As of February, Nvidia held a small stake in Arm, which is majority-owned by SoftBank.
Meanwhile, SoftBank liquidated its entire stake in Nvidia earlier this month, and SoftBank is backing the OpenAI Stargate project, which plans to use Arm technology in addition to Nvidia and AMD chips.
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