technology

Nvidia invests $2 billion in Marvell to integrate NVLink Fusion and expand AI infrastructure

Nvidia is investing $2 billion in Marvell to integrate Marvell hardware with NVLink Fusion, jointly develop silicon photonics and optical interconnects, and adapt telecom networks for AI using Aerial AI-RAN.

Mar 31st 2026 · United States

Insights

  • Nvidia will invest $2 billion in Marvell to strengthen the AI infrastructure ecosystem.
  • Marvell will connect to Nvidia NVLink Fusion and provide custom XPUs and scalable networking compatible with the platform.
  • The companies will co-develop silicon photonics and advanced optical interconnects for rack-scale AI systems.
  • They will collaborate to adapt global telecom networks to AI using Nvidia Aerial AI-RAN for 5G and 6G.
  • Nvidia CEO Jensen Huang said the partnership aims to help customers scale AI compute as demand for token generation rises.