Why is NVIDIA striking so many partnerships recently? - Gasgoo

Recently, NVIDIA has been signing a series of strategic partnerships globally at an unprecedented pace, signaling a clear shift from being a traditional GPU vendor to a de facto standard-setter for AI... Read original →

NVIDIA’s partnership blitz is a deliberate extension of its CUDA moat into AI infrastructure. Technically, co-developing HBM4 and 3nm EUV memory with SK Hynix tightens GPU-memory co-design, pressuring TSMC and Samsung to scale CoWoS capacity. In autonomous driving, embedding DRIVE Hyperion with Hyundai and Foxconn secures real-world data loops critical for Jetson Thor’s evolution. While European AI cloud deals with Deutsche Telekom mitigate some export control exposure, U.S.-China tech decoupling inflates global supply chain redundancy costs. AMD’s MI300X ecosystem and Google’s vertically integrated TPUs threaten NVIDIA’s dominance, but the real risk lies in Chinese mainland and Taiwan, China AI chipmakers leveraging state-backed software stack breakthroughs to erode CUDA’s lock-in within 18 months.