NVIDIA has invested $2 billion in Marvell Technology as part of a broader partnership to expand AI infrastructure. The deal aims to strengthen AI compute and networking capabilities by linking Marvell’s technologies with NVIDIA’s ecosystem.
The investment comes alongside a strategic collaboration that connects Marvell to NVIDIA’s AI factory and AI-RAN ecosystem through NVLink Fusion. NVIDIA NVLink Fusion is a rack-scale platform that enables semi-custom AI infrastructure. It supports integration with NVIDIA GPUs, networking, and storage systems while using its broader supply chain ecosystem.
The companies will also work on silicon photonics and telecom infrastructure using NVIDIA Aerial AI-RAN for 5G and 6G networks. They plan to develop optical interconnect solutions to support distributed AI workloads.
“Our expanded partnership with NVIDIA reflects the growing importance of high-speed connectivity, optical interconnect and accelerated infrastructure in scaling AI,” said Matt Murphy, Chairman and CEO of Marvell.
Recently, Samsung Electronics also reportedly began plans to mass-produce silicon photonics chips by 2028. This came as a showdown against TSMC, to address AI data bottlenecks and expand its foundry business.
Marvell and NVIDIA’s partnership will help customers build next-generation AI systems with greater flexibility and integration across hardware and networking platforms.
NVIDIA’s funding signals a push to expand its AI infrastructure stack as demand for compute and connectivity grows. Marvell will contribute custom XPUs and networking technologies compatible with NVLink Fusion, while NVIDIA will provide compute, interconnect, and data centre components.
“The inference inflexion has arrived. Token generation demand is surging, and the world is racing to build AI factories,” said Jensen Huang, Founder and CEO of NVIDIA. He added that the partnership will help customers scale specialised AI compute.
The move places Marvell within NVIDIA’s AI ecosystem as both companies target rising demand across enterprise, cloud, and telecom markets.
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