Arm Holdings (ARM) has expanded its partnership with Nvidia (NVDA) as the British chipmaker plans to integrate the NVLink Fusion ecosystem into its Neoverse platform.
The Arm Neoverse platform is built for high-performance scaling. Arm said it is being used at data center sites by all the major hyperscalers, including Amazon Web Services (AMZN), Microsoft (MSFT), Oracle (ORCL), Google (GOOG)(GOOGL) and Meta Platforms (META). Arm said the Neoverse is on pace to reach 50% of market share among the top hyperscalers by the end of the year. The $500B Stargate Project is also utilizing Arm.
“Arm and NVIDIA are working together to set a new standard for AI infrastructure,” said Rene Haas, CEO, Arm. “Extending the Arm Neoverse platform with NVIDIA NVLink Fusion brings Grace Blackwell-class performance to every partner building on Arm — a milestone that reflects the incredible momentum we’re seeing in the data center.”
Nvidia’s NVLink Fusion connects CPUs and GPUs at a scale to run AI applications.
“NVLink Fusion is the connective fabric of the AI era — linking every CPU, GPU and accelerator into one unified rack-scale architecture,” said Jensen Huang, founder and CEO of NVIDIA. “Together with Arm, we’re extending this vision across Neoverse to empower innovators everywhere to design the next generation of specialized AI infrastructure.”
This is second major deal Nvidia has made with a fellow chipmaker recently. In September, Nvidia took a $5B stake in Intel (INTC). As part of the agreement, NVLink will be integrated into Intel’s x86 architecture. Intel will build Nvidia-custom x86 CPUs for the data center, and Intel will build and offer x86 system-on-chips that integrate into Nvidia’s RTX GPUs.
Nvidia is slated to release its third quarter fiscal 2026 financial results post-market on Wednesday.