SANTA CLARA, Calif., March 31, 2026 — NVIDIA and Marvell Technology, Inc. (NASDAQ: MRVL) today announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion™, offering customers building on NVIDIA architectures greater choice and flexibility in developing next-generation infrastructure. The companies will also collaborate on silicon photonics technology.
In addition, NVIDIA has invested $2 billion in Marvell.
The partnership builds on NVIDIA NVLink Fusion, a rack-scale platform that enables customers to develop semi-custom AI infrastructure using the NVIDIA NVLink™ ecosystem. Marvell will provide custom XPUs and NVLink Fusion-compatible scale-up networking, while NVIDIA will provide the supporting technologies, including Vera CPU, ConnectX® NICs, Bluefield® DPUs, NVLink interconnect and Spectrum-X™ switches, and the rack-scale AI compute.
For customers developing custom XPUs, NVLink Fusion enables a heterogeneous AI infrastructure fully compatible with NVIDIA systems, allowing seamless integration with NVIDIA GPU, LPU, networking and storage platforms while leveraging NVIDIA’s rich technology stack global supply chain ecosystem.
The companies will also partner to transform the world’s telecommunication network into AI infrastructure with NVIDIA Aerial AI-RAN for 5G/6G, and advance world-class networking for AI, including advanced optical interconnect solutions and 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.”
MRVL +10% premarket after NVIDIA invests $2B in Marvell, expands AI ecosystem with NVLink Fusion partnership
byu/callsonreddit inwallstreetbets
Posted by callsonreddit
8 Comments
Historically, when Nvidia publicly posts about a “huge investment” or a collabs, it’s time to sell that stock.. I think everybody saw what happened to TEM, SOUN,CRWV. They are trading at half the value or less after Nvidia posted about them.
Hope this will improve the CGI of Marvel movies as well because movies like the Flash looked like poop.
https://preview.redd.it/jg5obvwtmdsg1.jpeg?width=420&format=pjpg&auto=webp&s=46fff536083e057df432dff5a2eac6d479461e8f
To the moon!
If you’re not shorting this you’re regarded, NVDA did the same with Nebius and look where NBIS is at now 😆
time to short
Eh, MRVL PE is low enough that boosts like these aren’t going to inflate their valuation into the stratosphere, we gucci bois. Plus wtf was that -8% ytday anyway
$2b from nvidia is basically a stamp of approval, mrvl was already building the right stuff but this accelerates the timeline significantly
Equities getting drilled during a war, but let’s invest in fucking comic books ⬇️