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Date	Provider	Score	Summary
01 Sep 2026, 6:54 AM	The Register	6.0	Nvidia is building an IP licensing empire on the back of NVLink Nvidia is licensing its NVLink Fusion interconnect IP to companies building custom AI accelerators, including MediaTek (which received a $3.5B convertible bond investment from Nvidia), Amazon, Qualcomm, Arm, Fujitsu, and Marvell. This means even organizations building their own XPUs to avoid Nvidia GPUs may still pay Nvidia for the networking fabric that connects those chips at rack scale. Nvidia also licenses MediaTek's designs back for its own DGX and RTX Spark systems, creating a two-way IP dependency. Why: If you're a startup or AI team betting that custom silicon from hyperscalers will drive down GPU compute costs, this reveals that Nvidia is positioning to tax that shift via interconnect licensing. Founders planning infrastructure strategy should not assume the 'post-Nvidia GPU' era fully escapes Nvidia economics—NVLink Fusion and MGX rack designs (now in Open Compute Project) are becoming the de facto scale-up fabric, meaning licensing costs may persist even on non-Nvidia accelerators. hardware nvidia ai-infrastructure ip-licensing datacenter

Date

Provider

Score

Summary

01 Sep 2026, 6:54 AM

The Register

6.0

Nvidia is building an IP licensing empire on the back of NVLink

Nvidia is licensing its NVLink Fusion interconnect IP to companies building custom AI accelerators, including MediaTek (which received a $3.5B convertible bond investment from Nvidia), Amazon, Qualcomm, Arm, Fujitsu, and Marvell. This means even organizations building their own XPUs to avoid Nvidia GPUs may still pay Nvidia for the networking fabric that connects those chips at rack scale. Nvidia also licenses MediaTek's designs back for its own DGX and RTX Spark systems, creating a two-way IP dependency.

Why: If you're a startup or AI team betting that custom silicon from hyperscalers will drive down GPU compute costs, this reveals that Nvidia is positioning to tax that shift via interconnect licensing. Founders planning infrastructure strategy should not assume the 'post-Nvidia GPU' era fully escapes Nvidia economics—NVLink Fusion and MGX rack designs (now in Open Compute Project) are becoming the de facto scale-up fabric, meaning licensing costs may persist even on non-Nvidia accelerators.