NVIDIA Investing $2 Billion in Marvell

<p>NVIDIA has announced a strategic partnership with Marvell Technology to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion&comma; offering customers building on NVIDIA architectures greater choice and flexibility in developing next-generation infrastructure&period; The companies will also collaborate on silicon photonics technology&period;<&sol;p>&NewLine;<p>NVIDIA will also invest &dollar;2 billion in Marvell&period; Shares in Marvell stock are up 36&percnt; in the past month and 42&percnt; year-to-date&period;<&sol;p>&NewLine;<p>The partnership between the companies builds on NVIDIA NVLink Fusion&comma; a rack-scale platform that enables customers to develop semi-custom AI infrastructure using the NVIDIA NVLink ecosystem&period; Marvell will provide custom XPUs and NVLink Fusion-compatible scale-up networking&comma; while NVIDIA will provide the supporting technologies&comma; including Vera CPU&comma; ConnectX NICs&comma; BlueField DPUs&comma; NVLink interconnect and Spectrum-X switches&comma; and the rack-scale AI compute<&sol;p>&NewLine;<p>For customers developing custom XPUs&comma; NVLink Fusion enables a heterogeneous AI infrastructure fully compatible with NVIDIA systems&comma; allowing seamless integration with NVIDIA GPU&comma; LPU&comma; networking and storage platforms while leveraging NVIDIA’s rich technology stack global supply chain ecosystem&period;<&sol;p>&NewLine;<p>The companies will also partner to transform the world’s telecommunication network into AI infrastructure with NVIDIA Aerial AI-RAN for 5G&sol;6G&comma; and advance world-class networking for AI&comma; including advanced optical interconnect solutions and silicon photonics technology&period;<&sol;p>&NewLine;<p>&OpenCurlyDoubleQuote;The inference inflection has arrived&period; Token generation demand is surging&comma; and the world is racing to build AI factories&comma;” said Jensen Huang&comma; founder and CEO of NVIDIA&period; &OpenCurlyDoubleQuote;Together with Marvell&comma; we are enabling customers to leverage NVIDIA’s AI infrastructure ecosystem and scale to build specialized AI compute&period;”<&sol;p>&NewLine;<p>&OpenCurlyDoubleQuote;Our expanded partnership with NVIDIA reflects the growing importance of high-speed connectivity&comma; optical interconnect and accelerated infrastructure in scaling AI&comma;” said Matt Murphy&comma; chairman and CEO of Marvell&period; &OpenCurlyDoubleQuote;By connecting Marvell’s leadership in high-performance analog&comma; optical DSP&comma; silicon photonics and custom silicon to NVIDIA’s expanding AI ecosystem through NVLink Fusion&comma; we are enabling customers to build scalable&comma; efficient AI infrastructure&period;”<&sol;p>&NewLine;