Overview
- Marvell shares jumped about 11% after Nvidia disclosed the $2 billion investment Tuesday, bringing the chip designer into Nvidia’s AI ecosystem.
- The partners will develop optical interconnects and silicon photonics, which use light instead of electricity to move data faster with less power across data centers.
- Marvell will supply custom chips and NVLink Fusion–compatible networking, while Nvidia provides CPUs, network cards, and interconnects that tie the system together.
- Nvidia framed the deal around a surge in real-time AI use, saying the “inference inflection” requires new scale and tighter integration across its platform.
- The pact extends a run of $2 billion Nvidia investments in suppliers and infrastructure players including Synopsys, CoreWeave, Coherent, Lumentum, and Nebius, and follows Marvell’s Celestial AI acquisition that adds photonic fabric tech to ease GPU bottlenecks.