Nvidia to Invest in Inference-Chip Rival d-Matrix at ~$2B Valuation, Pulling It Into NVLink Fusion

The Information reported Oct 9 that Nvidia plans to invest in d-Matrix, the Santa Clara-based inference accelerator startup valued around $2B after raising ~$500M since 2019. The deal — financial terms undisclosed — follows d-Matrix adopting Nvidia's NVLink Fusion a month ago to connect its Raptor processors to Nvidia hardware in rack-scale deployments. The move extends Nvidia's pattern of co-opting rival chip designs (Marvell, Intel, Amazon) into its own ecosystem as inference workloads balloon.