AI 추론 칩 스타트업 d-Matrix가 특화된 추론 가속기에 대한 수요 증가 속에 NVIDIA와의 협력을 발표했다.

d-Matrix CEO Sid Sheth recently appeared on Bloomberg Tech to discuss the company's collaboration with NVIDIA around NVLink Fusion for AI inference workloads, according to a LinkedIn post from d-Matrix. The post positions the company's technology within NVIDIA's ecosystem as inference becomes an increasingly prominent focus in AI compute.

d-Matrix sees large-scale inference, rather than training alone, as a key growth area in AI infrastructure. This emphasis on purpose-built acceleration and heterogeneous compute suggests the company is targeting data center and cloud operators seeking more efficient inference solutions, potentially expanding its addressable market.

By aligning with NVIDIA's AI inference push, d-Matrix could enhance its credibility and integration prospects within mainstream AI hardware and software stacks. This positioning may improve the company's competitive stance against other inference-focused chip and accelerator vendors, though commercial impact will depend on adoption levels, performance benchmarks, and the depth of NVLink Fusion-based solution deployment.

The development underscores a broader industry shift as enterprises move AI workloads from experimental training phases into production-scale inference. If d-Matrix's architecture delivers meaningful cost or latency advantages, the company could benefit from increasing demand for specialized inference infrastructure, supporting longer-term revenue opportunities within NVIDIA-led platforms.