Bullish for NVIDIA
NVLink Fusion Non-GPU Revenue
Quiet
Little coverage in NVIDIA in the 7 days to 21 October.
Judged on the 7-day share of NVIDIA coverage to 21 October
Updated 21 October 2026
The bullish argument: NVIDIA's NVLink Fusion technology will enable the company to earn networking revenue even from server racks without NVIDIA GPUs.
How attention has changed
0% of NVIDIA coverage
Rolling 3-day share · as of 21 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-22 | 0% |
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| 2026-10-19 | 0% |
| 2026-10-20 | 0% |
| 2026-10-21 | 0% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
All articles matched to this narrative
Recent coverage
Earlier coverage
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The News International · Published 16 Sep 2026
Apple plans AI servers with M8 ultra chips and Nvidia technology: What to know
In coverage record: 17 Sep 2026
“Nvidia, which commands the AI server market and pulls in roughly a fifth of its data-centre revenue from networking gear, is the primary beneficiary of that development.”
Read article -
The Star · Published 16 Sep 2026
Apple considers Nvidia tech for return to server market, The Information reports
In coverage record: 17 Sep 2026
“Apple has considered using NVLink Fusion to connect M8 chips in its planned AI server”
Read article -
Livemint · Published 16 Sep 2026
Apple explores AI server comeback, considers Nvidia's NVLink technology
In coverage record: 17 Sep 2026
“Some Apple employees reportedly believe Nvidia currently provides the strongest connectivity option available for the project.”
Read article -
TechCrunch · Published 31 Aug 2026
Nvidia’s $3.5B MediaTek bet reveals its plan for tackling Big Tech's AI chip buildout
In coverage record: 1 Sep 2026
“The partnership will give MediaTek access to Nvidia's NVLink Fusion ecosystem, including NVLink, the technology that lets any chips — even if they're not Nvidia's chips — communicate with each other quickly. "Basically, every cloud, every model builder is deploying our platform in some shape, form, or fashion," Harris said.”
Read article -
Hot Hardware · Published 31 Aug 2026
NVIDIA’s $3.5B MediaTek Deal Supercharges NVLink Fusion For Custom AI Chips
In coverage record: 1 Sep 2026
“By leveraging NVLink Fusion, MediaTek ensures that custom XPUs can interconnect seamlessly with NVIDIA's broader ecosystem, giving hyperscalers the structural framework to rapidly scale outwardly.”
Read article -
Seeking Alpha · Published 12 May 2026
NVIDIA Is 3 Companies In One, And The Market's Only Pricing The First
In coverage record: 12 May 2026
“NVLink Fusion converts hyperscaler custom silicon from substitute to complement, allowing NVIDIA to earn networking revenue from server racks containing zero NVIDIA GPUs.”
Read article