Overview
- - Nvidia’s partnership with Marvell, disclosed in coverage Wednesday, includes a $2 billion stake and will add Marvell’s custom accelerator chips and scale-up networking into Nvidia’s NVLink Fusion rack‑scale system.
- - NVLink Fusion links many processors inside a rack so they act like one large computer, and Marvell’s role will supply the specialized silicon and high-speed connections that make that possible.
- - Nvidia remains financially strong after reporting record fiscal 2026 revenue of $215.9 billion, and CEO Jensen Huang framed the move as timed to an “inference” surge as more AI models run in production.
- - AWS is reaccelerating with 24% year-over-year revenue growth to $35.6 billion and a large cloud backlog, and reports say Amazon plans roughly $200 billion in 2026 capital spending to build AI data centers and custom chips.
- - AI stocks have pulled back this year, with one AI-focused ETF down about 9%, yet filings show hedge funds adding to Nvidia and Amazon as export controls limit Nvidia’s China sales but long-term infrastructure demand stays intact.