The AI boom is deflating rather than crashing, with distinct market tiers emerging among companies in the sector. While hyperscalers like Microsoft and Amazon remain strong, many startups face existential challenges, and investors should seize opportunities by targeting resilient companies and sectors related to AI infrastructure and automation.
NVIDIA NVLink™ Fusion offers advanced AI scale-up and scale-out performance by integrating NVIDIA technology with semi-custom ASICs or CPUs. It facilitates rapid communication among accelerators, enables hyperscalers to deploy custom silicon efficiently, and maintains a robust ecosystem for enhanced AI infrastructure management.