NVIDIA has expanded its AI infrastructure ecosystem by partnering with Marvell on NVIDIA’s AI factory and AI-RAN platforms via NVLink Fusion.
Under the partnership, NVIDIA will invest US$2 billion in Marvell. Marvell will provide custom XPUs and NVLink Fusion-compatible scale-up networking, while NVIDIA will supply supporting technologies including Vera CPUs, ConnectX NICs, BlueField DPUs, NVLink interconnect and Spectrum-X switches.
The collaboration aims to give customers more choice and flexibility while remaining fully compatible with NVIDIA’s AI infrastructure stack.
The partnership comes as demand for AI inference and token generation continues to rise, with NVIDIA positioning NVLink Fusion as a rack-scale platform for semi-custom AI infrastructure.
“Together with Marvell, we are enabling customers to leverage NVIDIA’s AI infrastructure ecosystem and scale to build specialised AI compute,” said Jensen Huang, Founder and CEO of NVIDIA.
“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,” said Matt Murphy, Chairman and CEO of Marvell.
The companies also plan to work together on silicon photonics and on transforming telecom networks into AI infrastructure through NVIDIA Aerial AI-RAN for 5G and 6G.
Entelechy Asia 