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EpisodeFriday, September 11, 2026 · 18 min
$episode№106·date2026-09-11·duration18 min·turns124

d-Matrix Joins Nvidia's NVLink Fusion Club — On Different Terms Than the Rest

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d-Matrix Joins Nvidia's NVLink Fusion Club — On Different Terms Than the Rest
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Nvidia's NVLink Fusion interconnect just picked up a seventh member, and the terms of that deal expose exactly how the licensing is really being priced. Plus NetBox Assurance fixes a real fleet-management pain point, and a genuinely new, faster proof of the four-color theorem.

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124 turns · ~15 min read
HOST A

Welcome to Amaze Networks for Friday, September eleventh. Quick question to start your day: when a company calls its interconnect open, and seven different vendors sign up on seven different sets of terms, is it actually open, or is it just a very well-lit toll road?

HOST B

That's not rhetorical, by the way. We have real numbers on today's version of that question, and they're uncomfortable in a specific, useful way.

HOST A

So here's the news. d-Matrix, an AI inference chip startup, is building its next generation of hardware entirely around Nvidia's NVLink Fusion interconnect and Nvidia's MGX rack design. That makes seven vendors signed up now — Qualcomm, Arm, Marvell, Amazon, Fujitsu, MediaTek, and now d-Matrix.

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