NVIDIA and Marvell Ink NVLink Fusion Deal to Scale AI Infrastructure

TL;DR Summary
NVIDIA and Marvell announced a strategic partnership to connect Marvell to NVIDIA’s AI factory and AI-RAN ecosystem via NVLink Fusion, enabling a heterogeneous, rack-scale AI infrastructure. Marvell will supply custom XPUs and NVLink Fusion-compatible scale-up networking; NVIDIA will provide Vera CPU, ConnectX NICs, Bluefield DPUs, NVLink interconnect and Spectrum-X switches, and NVIDIA has invested $2 billion in Marvell. The collaboration aims to accelerate AI workloads and transform telecom networks into AI infrastructure, including AI-RAN for 5G/6G and related optical interconnect innovations.
- NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion NVIDIA Newsroom
- Marvell stock pops 11% as Nvidia takes $2 billion stake, continuing run of similar bets CNBC
- Nvidia invests $2 billion in Marvell, launches AI partnership Reuters
- Marvell’s stock soars. What’s behind the new Nvidia investment and partnership. MarketWatch
- Marvell Stock Soars. Why Nvidia Is Taking a Stake in Its AI Chip Rival. barrons.com
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