NVIDIA Invests $2B in Marvell, Forging NVLink Fusion Partnership

NVIDIA Invests $2B in Marvell to Expand AI Infrastructure Options

On March 31, 2026, semiconductor giant NVIDIA announced a $2 billion investment and strategic partnership with Marvell Technology. The collaboration aims to connect Marvell to NVIDIA's AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion™, a rack-scale AI infrastructure platform. This will provide customers building on NVIDIA's architecture with greater choice and flexibility in developing their next-generation infrastructure.

The core of this partnership is NVIDIA's NVLink Fusion. This platform enables customers to develop semi-custom AI infrastructure using the NVIDIA NVLink ecosystem. Under the agreement, Marvell will provide custom XPUs (eXtensible Processing Units) and NVLink Fusion-compatible scale-up networking. In return, NVIDIA will supply supporting technologies, including its Vera CPU, ConnectX NICs, BlueField DPUs, NVLink interconnect, and Spectrum-X switches, to enable rack-scale AI computing. The two companies will also collaborate on silicon photonics technology.

This strategic move comes as the demands on data center infrastructure become increasingly sophisticated and diverse with the rapid adoption of AI. Hyperscalers and custom ASIC designers, in particular, have a growing need to develop their own chips and systems optimized for specific workloads. This partnership addresses these needs by combining NVIDIA's powerful GPU ecosystem with Marvell's expertise in custom silicon design. Customers will be able to flexibly combine NVIDIA's standard components with Marvell's custom XPUs to build AI infrastructure that is perfectly tailored to their requirements.

Industry analysts view this partnership as a move that will further solidify NVIDIA's dominant position in the AI infrastructure market. For Marvell, joining the NVIDIA ecosystem presents a significant opportunity to expand its custom chip business. This collaboration is symbolic of the evolving nature of partnerships in the semiconductor industry during the AI era.