NVLink Fusion Nvidia’s ‘most important announcement ‘at Computex, says BofA

After having listened to the Computex 2025 keynote from Nvidia (NVDA) CEO Jensen Huang, BofA calls NVLink Fusion the “most important announcement” from the event. The firm sees a total addressable market expansion with the new NVLINK Fusion program, which opens up Nvidia’s proprietary interconnect and networking tech to third party custom accelerators, or ASICs, and CPUs, says the analyst, who reiterates a Buy rating and $160 price target on Nvidia, the analyst’s top sector pick.