Nvidia NASDAQ:NVDA rose Wednesday after reports said the AI chip leader is partnering with rivals on server systems and may regain limited access to China demand.
The Information reported that Nvidia has partnered with startup d-Matrix to bring its hardware into a new system for powering AI models. Nvidia senior director Dion Harris also signaled that more competitor partnerships may be in the works as the company adapts to shifting AI infrastructure needs.
The move follows a similar partnership last month with Intel NASDAQ:INTC-backed SambaNova. Separately, The Information reported that China will allow limited purchases of Nvidia's H200 GPUs by top AI firms amid a supply shortage.
the reports suggest Nvidia is widening its AI ecosystem even as export restrictions and domestic competition reshape China sales. Nvidia shares rose around 2% in late morning trading Wednesday, with investors watching whether China approvals and new hardware partnerships can support the next leg of growth.