Nvidia Is Making a Bold Move in AI Chips — Here’s What’s Behind It

Nvidia Is Making a Bold Move in AI Chips — Here’s What’s Behind It

By Nauman Khan
Publication Date: 2026-10-09 19:49:00

This article first appeared on GuruFocus.

The Information reported that Nvidia ( NVDA ) plans to invest in d-Matrix, a developer of chips for artificial intelligence servers, as the chipmaker seeks to expand compatibility between its technology and products from other chip designers.

The potential investment follows similar arrangements with Marvell Technology (NASDAQ:MRVL), Intel (NASDAQ:INTC) and Amazon (NASDAQ:AMZN), the report said.

NVDA GF Value chart

The strategy could help Nvidia preserve its role in AI computing infrastructure as customers consider a broader range of processors. Making different chips work alongside Nvidia’s technology may allow customers to add specialized hardware without abandoning existing systems.

The report did not disclose the size of the planned investment or provide a timeline for the deal.