Arm and Nvidia Expand Strategic Partnership

Arm Holdings (ARM) has expanded its partnership with Nvidia (NVDA), announcing plans to integrate the NVLink Fusion ecosystem into Arm’s high-performance Neoverse platform.
The move strengthens Arm’s position in AI-driven infrastructure while extending Nvidia’s influence deeper into next-generation data center architectures.

Neoverse Adoption Accelerating Across Hyperscalers

Arm highlighted that its Neoverse platform is now deployed at data center sites operated by major hyperscalers, including:

Amazon Web Services (AMZN)
Microsoft (MSFT)
Oracle (ORCL)
Google (GOOG, GOOGL)
Meta Platforms (META)

Arm said Neoverse is on track to reach 50% market share among top hyperscalers by year-end. The massive $500B Stargate Project is also utilizing Arm technology, further validating the platform’s central role in future AI infrastructure.

Leadership Commentary

Rene Haas, CEO of Arm:
“Arm and NVIDIA are working together to set a new standard for AI infrastructure. Extending the Neoverse platform with 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.”

Jensen Huang, CEO of Nvidia:
“NVLink Fusion is the connective fabric of the AI era — linking every CPU, GPU, and accelerator into one unified rack-scale architecture. Together with Arm, we're empowering innovators everywhere to design the next generation of specialized AI infrastructure.”

Why NVLink Fusion Matters

Nvidia’s NVLink Fusion technology connects CPUs and GPUs at scale, enabling:

Higher bandwidth for AI workloads
More efficient multi-accelerator communication
Unified rack-scale architecture for next-gen AI systems

Integrating NVLink Fusion into Neoverse brings “Grace Blackwell-class” performance to Arm’s ecosystem of partners and developers.

Part of a Larger Nvidia Strategy

This partnership follows another major deal in September, when Nvidia:

Took a $5B stake in Intel (INTC)
Secured integration of NVLink into Intel’s x86 architecture
Agreed to have Intel manufacture Nvidia-custom x86 CPUs
Enabled Intel to build and offer x86 SoCs that integrate with Nvidia’s RTX GPUs

The Arm-Nvidia collaboration reinforces Nvidia’s broader push to create a unified ecosystem spanning CPUs, GPUs, accelerators, and custom silicon.

Nvidia Earnings Coming Up

Nvidia will report its fiscal Q3 2026 earnings post-market on Wednesday, adding further focus on how partnerships like Arm and Intel support its long-term AI roadmap.