Nvidia (NVDA) and Marvell (MRVL) announced a strategic partnership to connect Marvell to the Nvidia AI factory and AI-RAN ecosystem through Nvidia NVLink Fusion. The companies will also collaborate on silicon photonics technology. In addition, Nvidia has invested $2B 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 technology stack global supply chain ecosystem. The companies will also partner on 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.
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