Nvidia AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion

Nvidia Corp. and Marvell Technology, Inc. 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, 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, 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.”

Comments

This Nvidia - Marvell agreement is a significant move, reflecting Nvidia's intent to leverage Marvell's IP and technology to accelerate high-speed connectivity across its AI infrastructure portfolio, spanning products such as ConnectX, Spectrum-X, NVLink, and BlueField DPUs. To support this ambition, Nvidia is once again writing a large check, injecting $2 billion into the partnership as it continues its strategic push into advanced networking and connectivity, a trajectory that began with the Mellanox acquisition in 2019 for $6.9 billion and has continued more recently with Enfabrica for $900 million. Nvidia's latest annual results already showed impressive networking revenue figures, underscoring how central this dimension has become to its business.

The agreement has two key pillars. The first is around telco infrastructure, and the second, arguably the more forward-looking, is around optics, and silicon photonics in particular. Marvell brings meaningful depth here, having made a series of relevant acquisitions in recent years: CXL specialist XConn Technologies most recently, and Tanzanite Silicon Solutions back in 2022, also focused on CXL interconnect technology. Together, these moves position Marvell as a well-timed partner for Nvidia as the industry pushes toward faster, lower-latency, and more energy-efficient data movement at AI scale. Marvell has made some key announcements during the recent OFC 2026 conference regarding optical switching, hyper speed demonstration and PCIe 6.