Impact: MediumInference infrastructure2026-09-11· Reuters
d-Matrix adopts Nvidia NVLink Fusion for inference-focused AI servers
Reuters reported that d-Matrix will use Nvidia’s NVLink Fusion technology to integrate its Raptor inference processors into Nvidia data-center systems, with compatible racks expected in 2027. Inference capacity is becoming a distinct supply-chain planning layer as enterprises move from model training to operational AI use.
The Dataleo angle
The thesis is that agentic supply-chain tools will be constrained by inference cost and latency, not only model quality. The affected decision is AI workload architecture. The condition for value is matching inference infrastructure to real decision cadence. The failure mode is designing real-time decision tools on infrastructure optimized for experimentation rather than repeated execution.