Nvidia Invests $2B in Marvell to Fuel AI Chip Competition

Nvidia has invested $2 billion in Marvell Technology to boost the development of AI chips and networking solutions.

The move strengthens Nvidia’s position in the rapidly evolving AI landscape, ensuring its technology remains central to high-performance computing needs.

Marvell will contribute custom chips and networking hardware compatible with Nvidia’s NVLink Fusion, while Nvidia provides CPUs, network interface cards, and interconnects.

This collaboration focuses on optical interconnects and silicon photonics - key for high-speed data transmission in AI systems.

Alphabet and Meta are projected to invest over $630 billion in AI infrastructure this year, driving demand for Marvell’s server chips and networking equipment.

Marvell forecasts nearly 40% revenue growth, aiming for $15 billion in fiscal 2028.