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Nvidia, Marvell Announce USD2B AI Deal
(MENAFN) Nvidia moved Tuesday to deepen its grip on the artificial intelligence infrastructure market, unveiling a high-stakes strategic alliance with semiconductor giant Marvell Technology — backed by a $2 billion investment — that plugs Marvell directly into Nvidia's rapidly expanding AI factory and AI-RAN ecosystem via NVLink Fusion.
The tie-up, Nvidia said, is designed to hand customers building on Nvidia architectures expanded options and greater agility as they race to construct next-generation AI infrastructure.
Beyond the financial commitment, both companies announced plans to co-develop silicon photonics technology, with joint efforts targeting advanced optical interconnect solutions and the high-speed networking demands of modern AI deployments.
Under the terms of the agreement, Marvell will contribute custom XPUs alongside NVLink Fusion-compatible scale-up networking. Nvidia, in turn, brings its full arsenal of supporting technologies to the table — including the Vera CPU, ConnectX network interface cards, BlueField DPUs, NVLink interconnect, Spectrum-X switches, and its rack-scale AI computing platform.
The partnership extends into next-generation wireless infrastructure as well. Both companies intend to collaborate on NVIDIA Aerial AI-RAN, targeting 5G and 6G networks with the aim of converting telecommunications infrastructure into fully AI-capable systems.
Nvidia CEO Jensen Huang framed the alliance as a direct response to an accelerating global shift in computing demand: "The inference inflection has arrived. Token generation demand is surging, and the world is racing to build AI factories," said Nvidia CEO Jensen Huang. "Together with Marvell, we are enabling customers to leverage NVIDIA's AI infrastructure ecosystem and scale to build specialized AI compute."
Marvell CEO Matt Murphy said the broadened partnership mirrors the surging strategic weight of high-speed connectivity, optical interconnect capabilities, and accelerated infrastructure in scaling AI at an industrial level.
Murphy added that fusing Marvell's expertise across analog design, optical DSP, silicon photonics, and custom silicon with Nvidia's AI ecosystem through NVLink Fusion positions customers to construct AI infrastructure that is both scalable and operationally efficient.
The tie-up, Nvidia said, is designed to hand customers building on Nvidia architectures expanded options and greater agility as they race to construct next-generation AI infrastructure.
Beyond the financial commitment, both companies announced plans to co-develop silicon photonics technology, with joint efforts targeting advanced optical interconnect solutions and the high-speed networking demands of modern AI deployments.
Under the terms of the agreement, Marvell will contribute custom XPUs alongside NVLink Fusion-compatible scale-up networking. Nvidia, in turn, brings its full arsenal of supporting technologies to the table — including the Vera CPU, ConnectX network interface cards, BlueField DPUs, NVLink interconnect, Spectrum-X switches, and its rack-scale AI computing platform.
The partnership extends into next-generation wireless infrastructure as well. Both companies intend to collaborate on NVIDIA Aerial AI-RAN, targeting 5G and 6G networks with the aim of converting telecommunications infrastructure into fully AI-capable systems.
Nvidia CEO Jensen Huang framed the alliance as a direct response to an accelerating global shift in computing demand: "The inference inflection has arrived. Token generation demand is surging, and the world is racing to build AI factories," said Nvidia CEO Jensen Huang. "Together with Marvell, we are enabling customers to leverage NVIDIA's AI infrastructure ecosystem and scale to build specialized AI compute."
Marvell CEO Matt Murphy said the broadened partnership mirrors the surging strategic weight of high-speed connectivity, optical interconnect capabilities, and accelerated infrastructure in scaling AI at an industrial level.
Murphy added that fusing Marvell's expertise across analog design, optical DSP, silicon photonics, and custom silicon with Nvidia's AI ecosystem through NVLink Fusion positions customers to construct AI infrastructure that is both scalable and operationally efficient.
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