NVIDIA and Marvell Technology formed a partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion, offering customers more options to build next-generation infrastructure on NVIDIA architectures. The agreement includes a $2B investment by NVIDIA in Marvell and joint work on silicon photonics.
The collaboration builds on NVLink Fusion, a rack-scale platform for building semi-custom AI infrastructure based on the NVIDIA NVLink interconnect. Marvell will supply custom XPUs and NVLink Fusion-compatible scale-up networking, while NVIDIA will provide supporting technologies, including Vera CPU, ConnectX NICs, BlueField DPUs, NVLink interconnect and Spectrum-X switches, and the rack-scale compute systems.
NVLink Fusion supports heterogeneous AI infrastructure by allowing custom XPUs to integrate with NVIDIA GPU, LPU, networking, and storage systems within the NVLink ecosystem and associated supply chain.
The companies will also work on applying NVIDIA Aerial AI-RAN to telecommunications networks for 5G/6G and on developing optical interconnects using silicon photonics technology.
“The inference inflection has arrived. Token generation demand is surging, and the world is racing to build AI factories,” said Jensen Huang, founder and CEO of NVIDIA. “Together with Marvell, we are enabling customers to leverage NVIDIA’s AI infrastructure ecosystem and scale to build specialized AI compute.”
“Our expanded partnership with NVIDIA reflects the growing importance of high-speed connectivity, optical interconnect and accelerated infrastructure in scaling AI,” said Matt Murphy, chairman and CEO of Marvell. “By connecting Marvell’s leadership in high-performance analog, optical DSP, silicon photonics and custom silicon to NVIDIA’s expanding AI ecosystem through NVLink Fusion, we are enabling customers to build scalable, efficient AI infrastructure.”
Source: NVIDIA
About NVIDIA
NVIDIA, founded in 1993 and headquartered in Santa Clara, CA, designs and manufactures graphics processing units, systems on chips, networking hardware, and AI intelligence software such as CUDA. Its products serve industries including gaming, data centers, autonomous vehicles, professional visualization, robotics, health care, and energy. The company introduced the GPU in 1999 and later expanded into accelerated computing and AI infrastructure. In gaming, its GPUs support high-performance rendering, while in AI and high-performance computing, its systems provide the infrastructure for training and deploying large-scale models. NVIDIA also develops tools for robotics and autonomous driving.
About Marvell Technology
Marvell Technology, established in 1995, is based in Santa Clara, CA. The company develops semiconductors used in data infrastructure, including ASICs, data processing units (DPUs), storage controllers, and connectivity solutions. Its products are deployed across sectors such as data centers, 5G networks, cloud services, automotive, and enterprise systems. Marvell operates globally, with key markets in China, the United States, and Southeast Asia. It has expanded its capabilities through acquisitions, including Cavium, Aquantia, and Inphi, which added technologies in areas like AI acceleration, high-speed data transfer, and silicon photonics. With more than 7,000 employees and over 10,000 patents, Marvell focuses on delivering components supporting high-performance compute, storage, and networking applications, including those that enable AI workloads and infrastructure scaling.