Marvell Technology
Nvidia's $2B investment and NVLink Fusion partnership is central to Marvell's data center strategy. Data center is 74% of Marvell revenue; custom AI ASIC run rate is $1.5B annually. Marvell is the anchor custom silicon partner in Nvidia's ecosystem.
Developing custom XPUs and NVLink Fusion-compatible scale-up networking for Nvidia AI factory ecosystem; Nvidia invested $2 billion in Marvell to deepen the partnership
Notes
Initial NVLink Fusion partner May 2025. Nvidia $2B equity investment and expanded partnership confirmed March 2026. Also includes AI-RAN 5G/6G and silicon photonics collaboration. Secondary category: investment.
Milestones
- Marvell joins Nvidia NVLink Fusion ecosystem as founding custom XPU partner
Marvell named a founding NVLink Fusion partner at COMPUTEX 2025 to develop custom XPUs and NVLink-compatible scale-up networking, establishing Marvell as a key AI-RAN and silicon photonics collaborator.
→ nvidianews.nvidia.com - Nvidia invests $2B in Marvell, deepening NVLink Fusion custom silicon partnership
Nvidia makes a $2B equity investment in Marvell alongside an expanded NVLink Fusion agreement covering custom XPUs, scale-up networking, AI-RAN 5G/6G, and silicon photonics co-development.
→ nvidianews.nvidia.com