NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion

NVIDIA and Marvell Technology announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVLink Fusion. The collaboration offers customers building on NVIDIA architectures greater choice and flexibility in developing next-generation infrastructure. NVIDIA also invested 2 billion dollars in Marvell. The partnership builds on NVLink Fusion, a rack-scale platform that enables customers to develop semi-custom AI infrastructure. Marvell will provide custom XPUs and NVLink Fusion-compatible scale-up networking. NVIDIA will provide supporting technologies including its Vera CPU, ConnectX NICs, Bluefield DPUs, NVLink interconnect and Spectrum-X switches along with rack-scale AI compute. For customers developing custom XPUs, NVLink Fusion enables a heterogeneous AI infrastructure fully compatible with NVIDIA systems. This allows seamless integration with NVIDIA GPU, LPU, networking and storage platforms. The companies will also collaborate on silicon photonics technology. NVIDIA and Marvell will partner to transform telecommunication networks into AI infrastructure with NVIDIA Aerial AI-RAN for 5G and 6G. They will advance networking for AI including advanced optical interconnect solutions and silicon photonics technology. NVIDIA founder and chief executive Jensen Huang said token generation demand is surging and the world is racing to build AI factories. Marvell chairman and chief executive Matt Murphy said the expanded partnership reflects the growing importance of high-speed connectivity, optical interconnect and accelerated infrastructure in scaling AI.